Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,459 | $58,234-54.6% | $81,783-67.6% | $80,874-67.3% |
| Participation rate | 16.3% | 63.4%-47.1pp | 72.4%-56.0pp | 67.6%-51.3pp |
| Annual return | 17.46% | 41.70%-24.2pp | 775.05%-757.6pp | 35.62%-18.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,438 | $3,283-56.2% | $4,320-66.7% | $4,297-66.5% |
| Admin fee / account holder | $228 | $4,982-95.4% | $7,380-96.9% | $6,935-96.7% |