Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,818 | $95,915-77.3% | $79,580-72.6% | $134,532-83.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -16.32% | -2.71%-13.6pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $732 | $3,129-76.6% | $2,413-69.7% | $4,741-84.6% |
| Participant deferral / active EE | $1,849 | $4,693-60.6% | $3,985-53.6% | $6,401-71.1% |
| Admin fee / account holder | $151 | $9,132-98.3% | $6,835-97.8% | $11,429-98.7% |