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 | $42,281 | $104,116-59.4% | $71,089-40.5% | $135,380-68.8% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.6%+2.5pp | 82.6%-25.5pp |
| Annual return | -7.57% | 1256.51%-1264.1pp | 650.65%-658.2pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,253 | $1,485-15.6% | $1,088+15.2% | $4,779-73.8% |
| Participant deferral / active EE | $2,181 | $2,524-13.6% | $1,873+16.5% | $5,609-61.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |