Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,876 | $98,240-53.3% | $82,312-44.3% | $147,586-68.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,321 | $3,192-27.3% | $2,428-4.4% | $4,876-52.4% |
| Participant deferral / active EE | $3,590 | $4,383-18.1% | $3,706-3.1% | $5,439-34.0% |
| Admin fee / account holder | $47 | $8,563-99.5% | $5,608-99.2% | $10,886-99.6% |