Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,641 | $90,486-77.2% | $78,676-73.8% | $273,972-92.5% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $269 | $3,175-91.5% | $2,850-90.6% | $4,869-94.5% |
| Participant deferral / active EE | $2,571 | $3,901-34.1% | $3,517-26.9% | $5,287-51.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |