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 | $51,065 | $92,766-45.0% | $82,763-38.3% | $134,545-62.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.34% | 946.97%-965.3pp | 702.45%-720.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,010 | $3,273-38.6% | $3,008-33.2% | $4,742-57.6% |
| Participant deferral / active EE | $3,809 | $4,802-20.7% | $4,395-13.3% | $6,401-40.5% |
| Admin fee / account holder | $214 | $5,978-96.4% | $5,325-96.0% | $11,431-98.1% |