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 | $201,968 | $71,872+181.0% | $86,691+133.0% | $68,495+194.9% |
| Participation rate | 21.1% | 72.2%-51.2pp | 76.6%-55.5pp | 67.9%-46.8pp |
| Annual return | -17.82% | 3.53%-21.3pp | 35.94%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,970 | $2,173-9.3% | $2,837-30.6% | $2,596-24.1% |
| Participant deferral / active EE | $1,813 | $3,779-52.0% | $4,656-61.1% | $4,028-55.0% |
| Admin fee / account holder | $9 | $6,112-99.9% | $7,492-99.9% | $5,403-99.8% |