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 | $21,792 | $82,314-73.5% | $68,808-68.3% | $134,532-83.8% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | 28.63% | -2.18%+30.8pp | -6.37%+35.0pp | 418.27%-389.6pp |
| Employer contribution / active EE | $546 | $3,301-83.4% | $2,656-79.4% | $4,741-88.5% |
| Participant deferral / active EE | $1,200 | $4,740-74.7% | $3,942-69.6% | $6,401-81.3% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |