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 | $99,649 | $97,732+2.0% | $83,831+18.9% | $135,380-26.4% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -8.01% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,210 | $4,222-71.3% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $2,123 | $4,683-54.7% | $4,082-48.0% | $5,609-62.1% |
| Admin fee / account holder | $223 | $6,675-96.7% | $5,479-95.9% | $10,828-97.9% |