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 | $2,265 | $84,628-97.3% | $61,501-96.3% | $134,545-98.3% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $134 | $1,545-91.3% | $1,160-88.5% | $4,742-97.2% |
| Participant deferral / active EE | $1,122 | $2,819-60.2% | $2,125-47.2% | $6,401-82.5% |
| Admin fee / account holder | $14 | $2,587-99.5% | $2,132-99.3% | $11,431-99.9% |