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 | $114,278 | $113,941+0.3% | $94,229+21.3% | $125,389-8.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -2.91% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,455 | $4,727-69.2% | $3,587-59.4% | $4,866-70.1% |
| Participant deferral / active EE | $6,000 | $5,179+15.9% | $4,320+38.9% | $5,352+12.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |