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 | $4,362 | $76,522-94.3% | $56,033-92.2% | $145,884-97.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 3014.28%-3014.3pp | 1711.38%-1711.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $721 | $1,382-47.9% | $1,041-30.7% | $4,662-84.5% |
| Participant deferral / active EE | $721 | $2,624-72.5% | $1,954-63.1% | $6,690-89.2% |
| Admin fee / account holder | $16 | $3,328-99.5% | $2,827-99.5% | $13,392-99.9% |