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 | $118,320 | $90,607+30.6% | $79,467+48.9% | $135,380-12.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.65% | 977.74%-986.4pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,173 | $3,068-61.8% | $2,800-58.1% | $4,779-75.5% |
| Participant deferral / active EE | $1,645 | $4,050-59.4% | $3,704-55.6% | $5,609-70.7% |
| Admin fee / account holder | $198 | $5,895-96.6% | $5,104-96.1% | $10,828-98.2% |