Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,960 | $138,114-67.4% | $125,391-64.1% | $134,545-66.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.77% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,538 | $5,246-70.7% | $4,816-68.1% | $4,742-67.6% |
| Participant deferral / active EE | $9,923 | $7,801+27.2% | $7,448+33.2% | $6,401+55.0% |
| Admin fee / account holder | $208 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |