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 | $167,773 | $180,462-7.0% | $154,111+8.9% | $135,379+23.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.22% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,869 | $6,036-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $4,263 | $5,806-26.6% | $5,081-16.1% | $5,609-24.0% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |