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 | $13,369 | $84,628-84.2% | $61,501-78.3% | $134,545-90.1% |
| Participation rate | 23.8% | 62.2%-38.4pp | 52.6%-28.8pp | 81.2%-57.4pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $397 | $1,545-74.3% | $1,160-65.7% | $4,742-91.6% |
| Participant deferral / active EE | $2,172 | $2,819-22.9% | $2,125+2.2% | $6,401-66.1% |
| Admin fee / account holder | $37 | $2,587-98.6% | $2,132-98.3% | $11,431-99.7% |