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 | $14,888 | $109,411-86.4% | $89,435-83.4% | $158,982-90.6% |
| Participation rate | 13.3% | 74.3%-60.9pp | 68.0%-54.7pp | 82.0%-68.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $455 | $3,173-85.7% | $2,587-82.4% | $4,763-90.4% |
| Participant deferral / active EE | $1,271 | $4,600-72.4% | $3,890-67.3% | $5,983-78.8% |
| Admin fee / account holder | $71 | $6,159-98.8% | $4,884-98.5% | $11,252-99.4% |