Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $128,220 | $82,314+55.8% | $68,808+86.3% | $134,532-4.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $775 | $3,301-76.5% | $2,656-70.8% | $4,741-83.6% |
| Participant deferral / active EE | $4,445 | $4,740-6.2% | $3,942+12.8% | $6,401-30.6% |
| Admin fee / account holder | $15 | $6,484-99.8% | $4,936-99.7% | $11,429-99.9% |