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 | $17,150 | $109,372-84.3% | $89,414-80.8% | $158,966-89.2% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.0%-51.3pp | 82.0%-65.3pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $680 | $3,171-78.5% | $2,586-73.7% | $4,762-85.7% |
| Participant deferral / active EE | $4,333 | $4,598-5.8% | $3,890+11.4% | $5,983-27.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |