Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,688 | $138,114-76.3% | $125,391-73.9% | $134,545-75.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -6.68% | 750.88%-757.6pp | 572.41%-579.1pp | 418.37%-425.0pp |
| Employer contribution / active EE | $3,606 | $5,246-31.3% | $4,816-25.1% | $4,742-23.9% |
| Participant deferral / active EE | $10,796 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $24 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |