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 | $33,225 | $134,001-75.2% | $112,258-70.4% | $134,509-75.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -10.06% | 47.15%-57.2pp | 27.47%-37.5pp | 418.13%-428.2pp |
| Employer contribution / active EE | $2,297 | $4,039-43.1% | $3,636-36.8% | $4,741-51.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $231 | $7,491-96.9% | $6,411-96.4% | $11,427-98.0% |