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 | $22,682 | $148,582-84.7% | $135,942-83.3% | $139,456-83.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,000 | $5,245-61.9% | $4,858-58.8% | $4,753-57.9% |
| Participant deferral / active EE | $8,563 | $8,101+5.7% | $7,759+10.4% | $6,711+27.6% |
| Admin fee / account holder | $10 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |