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 | $19,771 | $92,684-78.7% | $82,706-76.1% | $134,509-85.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -18.67% | 945.84%-964.5pp | 701.76%-720.4pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,408 | $3,272-57.0% | $3,007-53.2% | $4,741-70.3% |
| Participant deferral / active EE | $1,887 | $4,800-60.7% | $4,394-57.0% | $6,400-70.5% |
| Admin fee / account holder | $5 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |