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 | $13,508 | $96,524-86.0% | $75,900-82.2% | $152,909-91.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,944 | $3,311-11.1% | $2,501+17.7% | $4,764-38.2% |
| Participant deferral / active EE | $6,826 | $4,554+49.9% | $3,604+89.4% | $5,851+16.7% |
| Admin fee / account holder | $85 | $8,082-98.9% | $5,421-98.4% | $11,601-99.3% |