Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,177 | $133,981-84.2% | $112,249-81.1% | $134,532-84.3% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.1%-27.4pp | 81.2%-33.6pp |
| Annual return | -16.96% | 47.16%-64.1pp | 27.48%-44.4pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,987 | $4,040-26.1% | $3,636-17.8% | $4,741-37.0% |
| Participant deferral / active EE | $2,749 | $5,292-48.1% | $4,729-41.9% | $6,401-57.1% |
| Admin fee / account holder | $14 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |