Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,257 | $90,320-87.5% | $59,496-81.1% | $125,393-91.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | -2.99% | 369.13%-372.1pp | 182.05%-185.0pp | 282.23%-285.2pp |
| Employer contribution / active EE | $600 | $1,792-66.5% | $1,153-48.0% | $4,866-87.7% |
| Participant deferral / active EE | $2,250 | $2,716-17.2% | $1,829+23.0% | $5,351-58.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |