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 | $181,679 | $90,320+101.1% | $59,496+205.4% | $125,389+44.9% |
| Participation rate | 9.1% | 68.3%-59.2pp | 54.6%-45.5pp | 83.2%-74.1pp |
| Annual return | -2.15% | 369.13%-371.3pp | 182.05%-184.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $213 | $1,792-88.1% | $1,153-81.5% | $4,866-95.6% |
| Participant deferral / active EE | $2,182 | $2,716-19.7% | $1,829+19.3% | $5,352-59.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |