Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,015 | $152,591-86.2% | $117,529-82.1% | $134,545-84.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -1.58% | 53.04%-54.6pp | 29.77%-31.3pp | 418.37%-419.9pp |
| Employer contribution / active EE | $1,200 | $5,576-78.5% | $4,179-71.3% | $4,742-74.7% |
| Participant deferral / active EE | $1,200 | $4,821-75.1% | $4,072-70.5% | $6,401-81.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |