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 | $41,281 | $82,678-50.1% | $125,391-67.1% | $68,490-39.7% |
| Participation rate | 68.8% | 75.1%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,455 | $3,382-57.0% | $4,816-69.8% | $2,597-44.0% |
| Participant deferral / active EE | $2,862 | $6,111-53.2% | $7,448-61.6% | $4,028-28.9% |
| Admin fee / account holder | $263 | $6,277-95.8% | $10,009-97.4% | $5,403-95.1% |