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 | $40,512 | $60,139-32.6% | $90,461-55.2% | $79,856-49.3% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,978 | $2,069-4.4% | $3,264-39.4% | $2,471-20.0% |
| Participant deferral / active EE | $3,847 | $2,939+30.9% | $3,964-3.0% | $3,741+2.8% |
| Admin fee / account holder | $83 | $3,978-97.9% | $5,617-98.5% | $5,306-98.4% |