Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,000 | $105,623-49.8% | $87,502-39.4% | $273,972-80.7% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,000 | $3,141+27.4% | $2,550+56.9% | $4,869-17.8% |
| Participant deferral / active EE | $31,333 | $3,601+770.2% | $3,149+895.1% | $5,287+492.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |