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 | $31,652 | $89,370-64.6% | $141,197-77.6% | $72,976-56.6% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $907 | $3,115-70.9% | $4,736-80.9% | $2,440-62.8% |
| Participant deferral / active EE | $2,535 | $5,419-53.2% | $6,710-62.2% | $3,608-29.7% |
| Admin fee / account holder | $122 | $5,957-98.0% | $10,265-98.8% | $5,124-97.6% |