Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,592 | $92,684-83.2% | $82,706-81.1% | $134,509-88.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $809 | $3,272-75.3% | $3,007-73.1% | $4,741-82.9% |
| Participant deferral / active EE | $9,533 | $4,800+98.6% | $4,394+117.0% | $6,400+49.0% |
| Admin fee / account holder | $2 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |