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 | $53,965 | $138,076-60.9% | $123,553-56.3% | $135,380-60.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.52% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,038 | $6,800-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $271 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |