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 | $51,432 | $95,979-46.4% | $74,551-31.0% | $135,380-62.0% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -6.43% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,279 | $2,716-52.9% | $1,961-34.8% | $4,779-73.2% |
| Participant deferral / active EE | $3,164 | $3,844-17.7% | $3,108+1.8% | $5,609-43.6% |
| Admin fee / account holder | $72 | $6,522-98.9% | $5,059-98.6% | $10,828-99.3% |