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 | $67,434 | $129,959-48.1% | $104,301-35.3% | $134,509-49.9% |
| Participation rate | 58.3% | 79.5%-21.2pp | 73.3%-14.9pp | 81.2%-22.9pp |
| Annual return | -10.11% | 42.04%-52.2pp | 24.61%-34.7pp | 418.13%-428.2pp |
| Employer contribution / active EE | $1,514 | $4,185-63.8% | $3,373-55.1% | $4,741-68.1% |
| Participant deferral / active EE | $2,094 | $5,589-62.5% | $4,626-54.7% | $6,400-67.3% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |