Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $183,128 | $138,114+32.6% | $125,391+46.0% | $134,545+36.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -14.75% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,321 | $5,246+58.6% | $4,816+72.8% | $4,742+75.5% |
| Participant deferral / active EE | $4,939 | $7,801-36.7% | $7,448-33.7% | $6,401-22.8% |
| Admin fee / account holder | $102 | $11,570-99.1% | $10,009-99.0% | $11,431-99.1% |