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 | $59,867 | $92,766-35.5% | $82,763-27.7% | $134,545-55.5% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -19.25% | 946.97%-966.2pp | 702.45%-721.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $4,294 | $3,273+31.2% | $3,008+42.7% | $4,742-9.4% |
| Participant deferral / active EE | $2,092 | $4,802-56.4% | $4,395-52.4% | $6,401-67.3% |
| Admin fee / account holder | $14 | $5,978-99.8% | $5,325-99.7% | $11,431-99.9% |