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 | $140,770 | $138,114+1.9% | $125,391+12.3% | $134,545+4.6% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -17.70% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,932 | $5,246-44.1% | $4,816-39.1% | $4,742-38.2% |
| Participant deferral / active EE | $6,409 | $7,801-17.8% | $7,448-14.0% | $6,401+0.1% |
| Admin fee / account holder | $290 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |