Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,915 | $117,433-83.0% | $99,475-80.0% | $152,897-87.0% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,234 | $3,013-25.8% | $2,540-12.0% | $4,764-53.1% |
| Participant deferral / active EE | $9,700 | $4,086+137.4% | $3,619+168.1% | $5,851+65.8% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |