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 | $11,544 | $93,023-87.6% | $77,027-85.0% | $134,493-91.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.17% | 62.61%-83.8pp | 42.32%-63.5pp | 418.01%-439.2pp |
| Employer contribution / active EE | $813 | $3,418-76.2% | $2,813-71.1% | $4,740-82.8% |
| Participant deferral / active EE | $1,993 | $5,238-62.0% | $4,427-55.0% | $6,400-68.9% |
| Admin fee / account holder | $97 | $6,944-98.6% | $5,425-98.2% | $11,425-99.2% |