Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,342 | $138,114-65.0% | $125,391-61.4% | $134,545-64.1% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -18.16% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,834 | $5,246-26.9% | $4,816-20.4% | $4,742-19.2% |
| Participant deferral / active EE | $2,994 | $7,801-61.6% | $7,448-59.8% | $6,401-53.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |