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 | $63,312 | $138,076-54.1% | $123,553-48.8% | $135,380-53.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.77% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,872 | $5,152-24.8% | $4,628-16.3% | $4,779-19.0% |
| Participant deferral / active EE | $4,005 | $6,800-41.1% | $6,426-37.7% | $5,609-28.6% |
| Admin fee / account holder | $294 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |