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 | $83,549 | $115,814-27.9% | $101,275-17.5% | $158,982-47.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,795 | $4,176-57.0% | $3,660-51.0% | $4,763-62.3% |
| Participant deferral / active EE | $6,240 | $4,958+25.8% | $4,371+42.8% | $5,983+4.3% |
| Admin fee / account holder | $162 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |