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 | $52,246 | $112,189-53.4% | - | $145,877-64.2% |
| Participation rate | 36.4% | 68.6%-32.3pp | - | 80.3%-43.9pp |
| Annual return | 13.23% | 21.29%-8.1pp | - | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $5,748-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,634-100.0% | - | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,256-100.0% | - | $13,402-100.0% |