Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,007 | $53,127+9.2% | $86,597-33.0% | $70,131-17.3% |
| Participation rate | 31.6% | 65.3%-33.7pp | 73.5%-42.0pp | 69.5%-38.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.96%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $613 | $2,068-70.4% | $2,840-78.4% | $2,342-73.8% |
| Participant deferral / active EE | $1,342 | $2,696-50.2% | $3,609-62.8% | $3,332-59.7% |
| Admin fee / account holder | $114 | $3,585-96.8% | $4,906-97.7% | $4,645-97.5% |