Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,866 | $103,008-52.6% | $90,304-45.9% | $152,897-68.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,228 | $3,139-29.0% | $2,855-21.9% | $4,764-53.2% |
| Participant deferral / active EE | $26,967 | $4,281+529.9% | $3,885+594.1% | $5,851+360.9% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |