Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $59,286 | $57,352+3.4% | $83,831-29.3% | $64,173-7.6% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -7.38% | 11.38%-18.8pp | 850.99%-858.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,359 | $2,546-46.6% | $3,631-62.6% | $2,381-42.9% |
| Participant deferral / active EE | $3,684 | $2,993+23.1% | $4,082-9.8% | $3,470+6.2% |
| Admin fee / account holder | $4 | $4,046-99.9% | $5,479-99.9% | $4,887-99.9% |