Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,387 | $27,943-84.3% | $58,507-92.5% | $75,177-94.2% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,400 | $670+109.1% | $1,053+33.0% | $2,671-47.6% |
| Participant deferral / active EE | $774 | $1,202-35.6% | $1,922-59.8% | $4,126-81.2% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |