Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,532 | $99,647-54.3% | $86,439-47.3% | $134,509-66.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.35% | 6784.13%-6802.5pp | 4395.55%-4413.9pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,615 | $7,246-36.3% | $6,952-33.6% | $6,400-27.9% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |