Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,089 | $84,685-66.8% | $73,836-62.0% | $125,389-77.6% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,050 | $3,123-66.4% | $2,787-62.3% | $4,866-78.4% |
| Participant deferral / active EE | $6,000 | $3,993+50.3% | $3,583+67.5% | $5,352+12.1% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |