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 | $34,035 | $92,743-63.3% | $82,744-58.9% | $134,532-74.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $18,477 | $3,273+464.6% | $3,008+514.3% | $4,741+289.7% |
| Participant deferral / active EE | $16,583 | $4,802+245.4% | $4,395+277.4% | $6,401+159.1% |
| Admin fee / account holder | $131 | $5,977-97.8% | $5,325-97.5% | $11,429-98.9% |