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 | $14,824 | $107,015-86.1% | $73,545-79.8% | $147,585-90.0% |
| Participation rate | 62.5% | 66.4%-3.9pp | 54.9%+7.6pp | 82.8%-20.3pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.56%-578.6pp |
| Employer contribution / active EE | $4,401 | $1,760+150.0% | $1,219+261.0% | $4,876-9.8% |
| Participant deferral / active EE | $4,566 | $2,462+85.5% | $1,806+152.8% | $5,439-16.0% |
| Admin fee / account holder | $24 | $3,055-99.2% | $2,320-99.0% | $10,885-99.8% |