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 | $54,948 | $90,607-39.4% | $79,467-30.9% | $135,380-59.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.76% | 977.74%-981.5pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $878 | $3,068-71.4% | $2,800-68.6% | $4,779-81.6% |
| Participant deferral / active EE | $1,849 | $4,050-54.4% | $3,704-50.1% | $5,609-67.0% |
| Admin fee / account holder | $46 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |