Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $216,754 | $142,361+52.3% | $119,608+81.2% | $134,509+61.1% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -17.44% | -12.46%-5.0pp | -14.98%-2.5pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,606 | $5,224-50.1% | $4,232-38.4% | $4,741-45.0% |
| Participant deferral / active EE | $20,784 | $6,468+221.3% | $5,601+271.1% | $6,400+224.7% |
| Admin fee / account holder | $23 | $13,588-99.8% | $10,326-99.8% | $11,427-99.8% |