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 | $125,929 | $134,001-6.0% | $112,258+12.2% | $134,509-6.4% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -17.52% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,076 | $4,039-73.4% | $3,636-70.4% | $4,741-77.3% |
| Participant deferral / active EE | $7,059 | $5,291+33.4% | $4,728+49.3% | $6,400+10.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |