Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,351 | $67,396+14.8% | $60,919+27.0% | $134,545-42.5% |
| Participation rate | 8.3% | 76.2%-67.9pp | 73.1%-64.8pp | 81.2%-72.9pp |
| Annual return | -19.81% | 50.12%-69.9pp | 16.96%-36.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,000 | $4,534-55.9% | $3,814-47.6% | $6,401-68.8% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |