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 | $31,389 | $138,114-77.3% | $125,391-75.0% | $134,545-76.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -17.58% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,240 | $5,246-76.4% | $4,816-74.3% | $4,742-73.8% |
| Participant deferral / active EE | $5,225 | $7,801-33.0% | $7,448-29.8% | $6,401-18.4% |
| Admin fee / account holder | $253 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |