Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,849 | $84,551-71.8% | $61,452-61.2% | $134,532-82.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -17.85% | 585.39%-603.2pp | 338.96%-356.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $562 | $1,545-63.6% | $1,160-51.6% | $4,741-88.2% |
| Participant deferral / active EE | $8,167 | $2,818+189.8% | $2,125+284.4% | $6,401+27.6% |
| Admin fee / account holder | $161 | $2,587-93.8% | $2,131-92.5% | $11,429-98.6% |