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 | $30,734 | $48,053-36.0% | $84,637-63.7% | $72,976-57.9% |
| Participation rate | 4.3% | 57.6%-53.3pp | 68.2%-64.0pp | 69.5%-65.2pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $351 | $1,602-78.1% | $2,653-86.8% | $2,440-85.6% |
| Participant deferral / active EE | $936 | $2,681-65.1% | $3,900-76.0% | $3,608-74.1% |
| Admin fee / account holder | $4 | $3,395-99.9% | $4,914-99.9% | $5,124-99.9% |