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 | $22,828 | $92,766-75.4% | $82,763-72.4% | $134,545-83.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.85% | 946.97%-966.8pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,176 | $3,273-64.1% | $3,008-60.9% | $4,742-75.2% |
| Participant deferral / active EE | $1,978 | $4,802-58.8% | $4,395-55.0% | $6,401-69.1% |
| Admin fee / account holder | $104 | $5,978-98.3% | $5,325-98.0% | $11,431-99.1% |