Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,677 | $84,464-77.9% | $61,399-69.6% | $134,509-86.1% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $250 | $1,545-83.8% | $1,159-78.4% | $4,741-94.7% |
| Participant deferral / active EE | $3,639 | $2,818+29.1% | $2,124+71.3% | $6,400-43.1% |
| Admin fee / account holder | $8 | $2,587-99.7% | $2,131-99.6% | $11,427-99.9% |