Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,846 | $99,668-79.1% | $86,451-75.9% | $134,545-84.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -17.18% | 6789.61%-6806.8pp | 4398.51%-4415.7pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,745 | $4,403-37.7% | $3,770-27.2% | $4,742-42.1% |
| Participant deferral / active EE | $4,013 | $7,249-44.6% | $6,953-42.3% | $6,401-37.3% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |