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 | $30,364 | $85,766-64.6% | $136,298-77.7% | $70,126-56.7% |
| Participation rate | 55.3% | 74.2%-18.8pp | 81.9%-26.6pp | 69.5%-14.2pp |
| Annual return | 91.23% | 31.46%+59.8pp | 5156.27%-5065.0pp | 73.15%+18.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,833 | $5,051-43.9% | $6,247-54.7% | $3,332-15.0% |
| Admin fee / account holder | $4 | $5,421-99.9% | $9,244-100.0% | $4,645-99.9% |