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 | $22,920 | $92,684-75.3% | $82,706-72.3% | $134,509-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.73% | 945.84%-961.6pp | 701.76%-717.5pp | 418.13%-433.9pp |
| Employer contribution / active EE | $660 | $3,272-79.8% | $3,007-78.1% | $4,741-86.1% |
| Participant deferral / active EE | $2,724 | $4,800-43.3% | $4,394-38.0% | $6,400-57.4% |
| Admin fee / account holder | $10 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |