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 | $32,055 | $67,396-52.4% | $60,919-47.4% | $134,545-76.2% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.1%-63.1pp | 81.2%-71.2pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $624 | $3,101-79.9% | $2,704-76.9% | $4,742-86.9% |
| Participant deferral / active EE | $2,700 | $4,534-40.5% | $3,814-29.2% | $6,401-57.8% |
| Admin fee / account holder | $102 | $4,590-97.8% | $3,228-96.8% | $11,431-99.1% |