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 | $82,657 | $107,368-23.0% | $92,915-11.0% | $152,909-45.9% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,149 | $4,222-72.8% | $3,653-68.6% | $4,764-75.9% |
| Participant deferral / active EE | $3,625 | $4,848-25.2% | $4,238-14.5% | $5,851-38.1% |
| Admin fee / account holder | $298 | $7,082-95.8% | $5,796-94.9% | $11,601-97.4% |