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 | $44,063 | $180,466-75.6% | $154,114-71.4% | $135,382-67.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -1.95% | 888.15%-890.1pp | 735.16%-737.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $3,739 | $6,035-38.1% | $5,298-29.4% | $4,779-21.8% |
| Participant deferral / active EE | $7,361 | $5,806+26.8% | $5,081+44.9% | $5,609+31.2% |
| Admin fee / account holder | $255 | $16,144-98.4% | $13,411-98.1% | $10,829-97.6% |