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 | $141,395 | $95,975+47.3% | $74,549+89.7% | $135,379+4.4% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $17,326 | $2,716+537.9% | $1,961+783.6% | $4,779+262.6% |
| Participant deferral / active EE | $8,400 | $3,844+118.6% | $3,108+170.3% | $5,609+49.8% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |