Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,856 | $152,591-76.5% | $117,529-69.5% | $134,545-73.3% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $682 | $5,576-87.8% | $4,179-83.7% | $4,742-85.6% |
| Participant deferral / active EE | $1,471 | $4,821-69.5% | $4,072-63.9% | $6,401-77.0% |
| Admin fee / account holder | $204 | $7,004-97.1% | $5,645-96.4% | $11,431-98.2% |