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 | $40,412 | $90,606-55.4% | $79,466-49.1% | $135,379-70.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.18% | 977.69%-982.9pp | 718.28%-723.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $860 | $3,068-72.0% | $2,800-69.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,720 | $4,050-57.5% | $3,704-53.6% | $5,609-69.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |