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 | $28,948 | $158,852-81.8% | $121,220-76.1% | $135,380-78.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -6.27% | -0.64%-5.6pp | 16.94%-23.2pp | 519.81%-526.1pp |
| Employer contribution / active EE | $141 | $5,666-97.5% | $4,023-96.5% | $4,779-97.0% |
| Participant deferral / active EE | $1,455 | $4,006-63.7% | $3,345-56.5% | $5,609-74.1% |
| Admin fee / account holder | $1 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |