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 | $33,791 | $165,399-79.6% | $149,745-77.4% | $158,982-78.7% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,067 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $5,778 | $7,183-19.6% | $6,843-15.6% | $5,983-3.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |