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 | $101,957 | $134,001-23.9% | $112,258-9.2% | $134,509-24.2% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -6.34% | 47.15%-53.5pp | 27.47%-33.8pp | 418.13%-424.5pp |
| Employer contribution / active EE | $2,940 | $4,039-27.2% | $3,636-19.1% | $4,741-38.0% |
| Participant deferral / active EE | $4,655 | $5,291-12.0% | $4,728-1.6% | $6,400-27.3% |
| Admin fee / account holder | $171 | $7,491-97.7% | $6,411-97.3% | $11,427-98.5% |