Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,559 | $104,106-80.3% | $71,086-71.1% | $135,379-84.8% |
| Participation rate | 47.4% | 65.7%-18.3pp | 54.7%-7.3pp | 82.6%-35.3pp |
| Annual return | -8.71% | 1256.30%-1265.0pp | 650.59%-659.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $591 | $1,485-60.2% | $1,088-45.7% | $4,779-87.6% |
| Participant deferral / active EE | $3,710 | $2,527+46.8% | $1,874+98.0% | $5,609-33.9% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |