Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,708 | $100,911-74.5% | $90,440-71.6% | $158,966-83.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,538 | $3,690-58.3% | $3,263-52.9% | $4,762-67.7% |
| Participant deferral / active EE | $6,154 | $4,348+41.5% | $3,964+55.3% | $5,983+2.9% |
| Admin fee / account holder | $63 | $6,507-99.0% | $5,615-98.9% | $11,250-99.4% |