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 | $17,914 | $148,623-87.9% | $135,974-86.8% | $139,466-87.2% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,657 | $5,246-30.3% | $4,859-24.7% | $4,754-23.1% |
| Participant deferral / active EE | $6,311 | $8,103-22.1% | $7,760-18.7% | $6,712-6.0% |
| Admin fee / account holder | $295 | $12,406-97.6% | $10,767-97.3% | $11,409-97.4% |