Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,497 | $134,001-83.2% | $112,258-80.0% | $134,509-83.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -19.64% | 47.15%-66.8pp | 27.47%-47.1pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,737 | $4,039-57.0% | $3,636-52.2% | $4,741-63.4% |
| Participant deferral / active EE | $5,687 | $5,291+7.5% | $4,728+20.3% | $6,400-11.1% |
| Admin fee / account holder | $18 | $7,491-99.8% | $6,411-99.7% | $11,427-99.8% |