Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,814 | $127,298-81.3% | $109,916-78.3% | $167,553-85.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,463 | $3,325-25.9% | $2,844-13.4% | $4,840-49.1% |
| Participant deferral / active EE | $13,000 | $4,513+188.1% | $4,047+221.2% | $6,343+105.0% |
| Admin fee / account holder | $41 | $7,119-99.4% | $6,069-99.3% | $12,316-99.7% |