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 | $42,235 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -13.50% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,197 | $7,801-59.0% | $7,448-57.1% | $6,401-50.1% |
| Admin fee / account holder | $272 | $11,568-97.6% | $10,007-97.3% | $11,429-97.6% |