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 | $183,516-100.0% | $155,534-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 18.56% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $7,998 | $5,315+50.5% | $4,675+71.1% | $4,662+71.5% |
| Participant deferral / active EE | $17,850 | $6,467+176.0% | $5,630+217.0% | $6,690+166.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |