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 | $189,060 | $95,975+97.0% | $74,549+153.6% | $135,379+39.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.83% | 56.96%-62.8pp | 32.53%-38.4pp | 519.79%-525.6pp |
| Employer contribution / active EE | $2,394 | $2,716-11.9% | $1,961+22.1% | $4,779-49.9% |
| Participant deferral / active EE | $5,130 | $3,844+33.5% | $3,108+65.1% | $5,609-8.5% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |