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 | $26,566 | $104,106-74.5% | $71,086-62.6% | $135,379-80.4% |
| Participation rate | 23.1% | 65.7%-42.6pp | 54.7%-31.6pp | 82.6%-59.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $938 | $1,485-36.8% | $1,088-13.7% | $4,779-80.4% |
| Participant deferral / active EE | $5,192 | $2,527+105.5% | $1,874+177.0% | $5,609-7.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |