Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,502 | $84,551-75.8% | $61,452-66.6% | $134,532-84.8% |
| Participation rate | 45.8% | 62.2%-16.4pp | 52.6%-6.7pp | 81.2%-35.4pp |
| Annual return | -16.48% | 585.39%-601.9pp | 338.96%-355.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $558 | $1,545-63.8% | $1,160-51.8% | $4,741-88.2% |
| Participant deferral / active EE | $1,112 | $2,818-60.6% | $2,125-47.7% | $6,401-82.6% |
| Admin fee / account holder | $3 | $2,587-99.9% | $2,131-99.9% | $11,429-100.0% |