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 | $15,026 | $90,607-83.4% | $79,467-81.1% | $135,380-88.9% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $932 | $3,068-69.6% | $2,800-66.7% | $4,779-80.5% |
| Participant deferral / active EE | $9,207 | $4,050+127.3% | $3,704+148.6% | $5,609+64.1% |
| Admin fee / account holder | $18 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |