Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,283 | $45,872-36.2% | $77,100-62.0% | $68,490-57.2% |
| Participation rate | 64.1% | 55.9%+8.2pp | 67.9%-3.8pp | 67.9%-3.8pp |
| Annual return | -14.64% | 1.73%-16.4pp | 42.35%-57.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,816 | $1,650+10.1% | $2,815-35.5% | $2,597-30.1% |
| Participant deferral / active EE | $3,800 | $2,963+28.2% | $4,430-14.2% | $4,028-5.7% |
| Admin fee / account holder | $145 | $3,041-95.2% | $5,443-97.3% | $5,403-97.3% |