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 | $19,211 | $138,114-86.1% | $125,391-84.7% | $134,545-85.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,696 | $5,246-10.5% | $4,816-2.5% | $4,742-1.0% |
| Participant deferral / active EE | $7,714 | $7,801-1.1% | $7,448+3.6% | $6,401+20.5% |
| Admin fee / account holder | $86 | $11,570-99.3% | $10,009-99.1% | $11,431-99.2% |