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 | $147,578 | $138,114+6.9% | $125,391+17.7% | $134,545+9.7% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -19.16% | 750.88%-770.0pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,448 | $7,801-17.3% | $7,448-13.4% | $6,401+0.7% |
| Admin fee / account holder | $208 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |