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 | $92,557 | $108,695-14.8% | $74,722+23.9% | $152,897-39.5% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $254 | $1,504-83.1% | $1,084-76.6% | $4,764-94.7% |
| Participant deferral / active EE | $1,320 | $2,712-51.3% | $1,963-32.8% | $5,851-77.4% |
| Admin fee / account holder | $2 | $4,906-100.0% | $3,335-99.9% | $11,599-100.0% |