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 | $206,151 | $84,551+143.8% | $61,452+235.5% | $134,532+53.2% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.31% | 585.39%-601.7pp | 338.96%-355.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $827 | $1,545-46.4% | $1,160-28.7% | $4,741-82.6% |
| Participant deferral / active EE | $6,750 | $2,818+139.5% | $2,125+217.7% | $6,401+5.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |