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 | $16,598 | $104,106-84.1% | $71,086-76.7% | $135,379-87.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $392 | $1,485-73.6% | $1,088-64.0% | $4,779-91.8% |
| Participant deferral / active EE | $2,347 | $2,527-7.1% | $1,874+25.2% | $5,609-58.2% |
| Admin fee / account holder | $188 | $4,142-95.5% | $3,082-93.9% | $10,828-98.3% |