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 | $12,300 | $109,863-88.8% | $98,477-87.5% | $167,518-92.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,458 | $3,225-54.8% | $2,961-50.7% | $4,838-69.9% |
| Participant deferral / active EE | $7,894 | $4,673+68.9% | $4,276+84.6% | $6,342+24.5% |
| Admin fee / account holder | $61 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |