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 | $1,863 | $84,464-97.8% | $61,399-97.0% | $134,509-98.6% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.0pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $352 | $2,818-87.5% | $2,124-83.4% | $6,400-94.5% |
| Admin fee / account holder | $42 | $2,587-98.4% | $2,131-98.0% | $11,427-99.6% |