Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,485 | $84,628-95.9% | $61,501-94.3% | $134,545-97.4% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -3.34% | 585.61%-588.9pp | 339.04%-342.4pp | 418.37%-421.7pp |
| Employer contribution / active EE | $412 | $1,545-73.3% | $1,160-64.4% | $4,742-91.3% |
| Participant deferral / active EE | $624 | $2,819-77.9% | $2,125-70.6% | $6,401-90.3% |
| Admin fee / account holder | $142 | $2,587-94.5% | $2,132-93.3% | $11,431-98.8% |