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 | $44,179 | $135,639-67.4% | $110,241-59.9% | $135,382-67.4% |
| Participation rate | 4.3% | 83.5%-79.1pp | 79.8%-75.5pp | 82.6%-78.3pp |
| Annual return | -5.36% | 513.21%-518.6pp | 314.75%-320.1pp | 519.77%-525.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |