Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,192 | $176,077-84.6% | $159,455-82.9% | $167,518-83.8% |
| Participation rate | 58.8% | 84.9%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,578 | $5,298-70.2% | $4,830-67.3% | $4,838-67.4% |
| Participant deferral / active EE | $6,660 | $7,751-14.1% | $7,353-9.4% | $6,342+5.0% |
| Admin fee / account holder | $293 | $12,556-97.7% | $10,800-97.3% | $12,312-97.6% |