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 | $142,268 | $73,839+92.7% | $143,788-1.1% | $68,495+107.7% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -17.45% | 1.01%-18.5pp | -0.03%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,662 | $3,184-47.8% | $4,952-66.4% | $2,596-36.0% |
| Participant deferral / active EE | $4,704 | $3,384+39.0% | $5,638-16.6% | $4,028+16.8% |
| Admin fee / account holder | $138 | $5,755-97.6% | $14,675-99.1% | $5,403-97.4% |