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 | $34,287 | $65,364-47.5% | $92,909-63.1% | $72,975-53.0% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $974 | $2,594-62.5% | $3,653-73.3% | $2,440-60.1% |
| Participant deferral / active EE | $2,461 | $3,128-21.3% | $4,238-41.9% | $3,608-31.8% |
| Admin fee / account holder | $265 | $4,251-93.8% | $5,795-95.4% | $5,124-94.8% |