Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,141 | $180,459-72.2% | $154,108-67.5% | $135,380-63.0% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | -6.01% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,158 | $6,035-47.7% | $5,298-40.4% | $4,779-33.9% |
| Participant deferral / active EE | $3,834 | $5,806-34.0% | $5,081-24.5% | $5,609-31.6% |
| Admin fee / account holder | $239 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |