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 | $55,967 | $100,792-44.5% | $86,691-35.4% | $134,509-58.4% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -18.12% | 29.08%-47.2pp | 35.94%-54.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,687 | $3,491-51.7% | $2,837-40.5% | $4,741-64.4% |
| Participant deferral / active EE | $2,099 | $5,339-60.7% | $4,656-54.9% | $6,400-67.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |