Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,606 | $138,114-64.8% | $125,391-61.2% | $134,545-63.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.16% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,326 | $5,246-55.7% | $4,816-51.7% | $4,742-50.9% |
| Participant deferral / active EE | $8,369 | $7,801+7.3% | $7,448+12.4% | $6,401+30.7% |
| Admin fee / account holder | $80 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |