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 | $58,733 | $84,685-30.6% | $73,836-20.5% | $125,389-53.2% |
| Participation rate | 46.2% | 76.8%-30.6pp | 73.4%-27.3pp | 83.2%-37.0pp |
| Annual return | -3.04% | 3123.80%-3126.8pp | 2268.06%-2271.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,129 | $3,123+0.2% | $2,787+12.3% | $4,866-35.7% |
| Participant deferral / active EE | $1,867 | $3,993-53.2% | $3,583-47.9% | $5,352-65.1% |
| Admin fee / account holder | $19 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |