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 | $119,995 | $82,674+45.1% | $125,381-4.3% | $68,486+75.2% |
| Participation rate | 63.3% | 75.1%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -12.58% | -5.97%-6.6pp | 572.31%-584.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,007 | $3,382-40.6% | $4,815-58.3% | $2,597-22.7% |
| Participant deferral / active EE | $4,144 | $6,111-32.2% | $7,448-44.4% | $4,028+2.9% |
| Admin fee / account holder | $12 | $6,277-99.8% | $10,007-99.9% | $5,404-99.8% |