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 | $83,588 | $99,647-16.1% | $86,439-3.3% | $134,509-37.9% |
| Participation rate | 28.6% | 82.1%-53.5pp | 80.3%-51.8pp | 81.2%-52.7pp |
| Annual return | 1.26% | 6784.13%-6782.9pp | 4395.55%-4394.3pp | 418.13%-416.9pp |
| Employer contribution / active EE | $6,355 | $4,401+44.4% | $3,769+68.6% | $4,741+34.0% |
| Participant deferral / active EE | $3,099 | $7,246-57.2% | $6,952-55.4% | $6,400-51.6% |
| Admin fee / account holder | $71 | $8,373-99.1% | $6,732-98.9% | $11,427-99.4% |