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 | $86,153 | $116,190-25.9% | $93,614-8.0% | $152,885-43.6% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,411 | $4,604-47.6% | $4,069-40.8% | $5,851-58.8% |
| Admin fee / account holder | $277 | $10,749-97.4% | $7,889-96.5% | $11,598-97.6% |