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 | $163,427 | $160,055+2.1% | $140,016+16.7% | $135,377+20.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -6.03% | 911.41%-917.4pp | 651.14%-657.2pp | 519.75%-525.8pp |
| Employer contribution / active EE | $2,762 | $6,420-57.0% | $5,606-50.7% | $4,779-42.2% |
| Participant deferral / active EE | $7,746 | $7,641+1.4% | $6,927+11.8% | $5,609+38.1% |
| Admin fee / account holder | $20 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |