Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,738 | $69,977-51.8% | $108,582-68.9% | $62,881-46.3% |
| Participation rate | 61.5% | 72.9%-11.4pp | 79.6%-18.0pp | 69.3%-7.8pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $684 | $2,135-68.0% | $3,758-81.8% | $2,281-70.0% |
| Participant deferral / active EE | $2,031 | $3,165-35.8% | $4,311-52.9% | $3,203-36.6% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |