Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,177 | $106,005-74.4% | $92,239-70.5% | $147,585-81.6% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,332 | $4,333-69.3% | $3,680-63.8% | $4,876-72.7% |
| Participant deferral / active EE | $3,413 | $4,478-23.8% | $3,897-12.4% | $5,439-37.2% |
| Admin fee / account holder | $8 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |