Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,824 | $114,093-87.9% | $96,171-85.6% | $167,536-91.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,167 | $3,429-66.0% | $2,799-58.3% | $4,839-75.9% |
| Participant deferral / active EE | $3,140 | $5,197-39.6% | $4,350-27.8% | $6,342-50.5% |
| Admin fee / account holder | $177 | $6,899-97.4% | $5,538-96.8% | $12,315-98.6% |