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 | $19,032 | $95,917-80.2% | $79,583-76.1% | $134,545-85.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -19.84% | -2.70%-17.1pp | 0.16%-20.0pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,102 | $3,129-64.8% | $2,414-54.4% | $4,742-76.8% |
| Participant deferral / active EE | $1,967 | $4,694-58.1% | $3,986-50.6% | $6,401-69.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |