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 | $164,224 | $82,324+99.5% | $68,803+138.7% | $134,545+22.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.44% | -2.17%-16.3pp | -6.37%-12.1pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,147 | $3,302-35.0% | $2,656-19.2% | $4,742-54.7% |
| Participant deferral / active EE | $6,483 | $4,740+36.8% | $3,942+64.5% | $6,401+1.3% |
| Admin fee / account holder | $15 | $6,485-99.8% | $4,936-99.7% | $11,431-99.9% |