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 | $144,880 | $95,188+52.2% | $76,518+89.3% | $135,380+7.0% |
| Participation rate | 27.3% | 74.4%-47.1pp | 68.0%-40.7pp | 82.6%-55.4pp |
| Annual return | -5.66% | 4.85%-10.5pp | -0.27%-5.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $526 | $3,303-84.1% | $2,647-80.1% | $4,779-89.0% |
| Participant deferral / active EE | $3,801 | $4,640-18.1% | $3,836-0.9% | $5,609-32.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |