Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,154 | $54,370+40.1% | $82,763-8.0% | $68,490+11.2% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -16.56% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,820 | $3,247+79.2% | $4,395+32.4% | $4,028+44.5% |
| Admin fee / account holder | $201 | $4,398-95.4% | $5,325-96.2% | $5,403-96.3% |