Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,330 | $67,372-72.8% | $60,906-69.9% | $134,532-86.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -17.09% | 50.05%-67.1pp | 16.94%-34.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $896 | $3,099-71.1% | $2,703-66.8% | $4,741-81.1% |
| Participant deferral / active EE | $4,714 | $4,532+4.0% | $3,814+23.6% | $6,401-26.4% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |