Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,977 | $84,551-79.9% | $61,452-72.4% | $134,532-87.4% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -15.47% | 585.39%-600.9pp | 338.96%-354.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $933 | $1,545-39.6% | $1,160-19.6% | $4,741-80.3% |
| Participant deferral / active EE | $2,125 | $2,818-24.6% | $2,1250% | $6,401-66.8% |
| Admin fee / account holder | $180 | $2,587-93.1% | $2,131-91.6% | $11,429-98.4% |