Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,118 | $108,695-41.9% | $74,722-15.5% | $152,897-58.7% |
| Participation rate | 53.3% | 65.4%-12.0pp | 54.5%-1.1pp | 82.5%-29.1pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $758 | $1,504-49.6% | $1,084-30.0% | $4,764-84.1% |
| Participant deferral / active EE | $2,995 | $2,712+10.4% | $1,963+52.5% | $5,851-48.8% |
| Admin fee / account holder | $37 | $4,906-99.3% | $3,335-98.9% | $11,599-99.7% |