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 | $121,173 | $82,314+47.2% | $68,808+76.1% | $134,532-9.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -19.76% | -2.18%-17.6pp | -6.37%-13.4pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,576 | $3,301+38.6% | $2,656+72.3% | $4,741-3.5% |
| Participant deferral / active EE | $6,480 | $4,740+36.7% | $3,942+64.4% | $6,401+1.2% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |