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 | $100,783 | $106,551-5.4% | $91,225+10.5% | $134,532-25.1% |
| Participation rate | 44.4% | 76.8%-32.4pp | 73.2%-28.8pp | 81.2%-36.8pp |
| Annual return | -15.67% | 160.78%-176.4pp | 114.12%-129.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,092 | $3,331-37.2% | $2,851-26.6% | $4,741-55.9% |
| Participant deferral / active EE | $6,682 | $4,718+41.6% | $4,233+57.8% | $6,401+4.4% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |