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 | $144,891 | $190,879-24.1% | $160,009-9.4% | $134,532+7.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -19.94% | 552.63%-572.6pp | 408.85%-428.8pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,405 | $4,995-71.9% | $4,225-66.8% | $4,741-70.4% |
| Participant deferral / active EE | $5,820 | $6,924-16.0% | $6,183-5.9% | $6,401-9.1% |
| Admin fee / account holder | $40 | $10,495-99.6% | $8,715-99.5% | $11,429-99.6% |