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 | $33,513 | $75,832-55.8% | $147,617-77.3% | $59,633-43.8% |
| Participation rate | 53.6% | 71.6%-18.0pp | 84.6%-31.0pp | 68.7%-15.1pp |
| Annual return | -1.57% | 0.37%-1.9pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $806 | $3,485-76.9% | $5,564-85.5% | $2,203-63.4% |
| Participant deferral / active EE | $1,823 | $3,131-41.8% | $4,895-62.8% | $3,192-42.9% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |