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 | $18,261 | $92,684-80.3% | $82,706-77.9% | $134,509-86.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.62% | 945.84%-964.5pp | 701.76%-720.4pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,972 | $3,272-39.7% | $3,007-34.4% | $4,741-58.4% |
| Participant deferral / active EE | $3,344 | $4,800-30.3% | $4,394-23.9% | $6,400-47.8% |
| Admin fee / account holder | $96 | $5,982-98.4% | $5,329-98.2% | $11,427-99.2% |