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 | $8,999 | $84,551-89.4% | $61,452-85.4% | $134,532-93.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $373 | $1,545-75.8% | $1,160-67.8% | $4,741-92.1% |
| Participant deferral / active EE | $2,667 | $2,818-5.4% | $2,125+25.5% | $6,401-58.3% |
| Admin fee / account holder | $6 | $2,587-99.8% | $2,131-99.7% | $11,429-99.9% |