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 | $1,900 | $76,519-97.5% | $56,025-96.6% | $145,897-98.7% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 17.06% | 3017.03%-3000.0pp | 1712.69%-1695.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $598 | $1,383-56.8% | $1,042-42.6% | $4,663-87.2% |
| Participant deferral / active EE | $1,011 | $2,624-61.5% | $1,955-48.3% | $6,689-84.9% |
| Admin fee / account holder | $112 | $3,331-96.6% | $2,828-96.0% | $13,390-99.2% |