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 | $0 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 20.41% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $14,044 | $4,636+202.9% | $4,154+238.1% | $4,156+237.9% |
| Participant deferral / active EE | $7,399 | $6,166+20.0% | $5,453+35.7% | $6,407+15.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |