Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,615 | $93,098-88.6% | $77,081-86.2% | $134,509-92.1% |
| Participation rate | 26.7% | 74.5%-47.8pp | 67.9%-41.2pp | 81.2%-54.6pp |
| Annual return | -15.27% | 62.63%-77.9pp | 42.33%-57.6pp | 418.13%-433.4pp |
| Employer contribution / active EE | $402 | $3,419-88.3% | $2,813-85.7% | $4,741-91.5% |
| Participant deferral / active EE | $1,284 | $5,239-75.5% | $4,428-71.0% | $6,400-79.9% |
| Admin fee / account holder | $18 | $6,945-99.7% | $5,427-99.7% | $11,427-99.8% |