Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,893 | $152,597-73.9% | $117,533-66.1% | $134,532-70.3% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -19.34% | 53.04%-72.4pp | 29.77%-49.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,948 | $4,821+23.4% | $4,072+46.1% | $6,401-7.1% |
| Admin fee / account holder | $212 | $7,007-97.0% | $5,647-96.3% | $11,429-98.1% |