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 | $82,674-100.0% | $125,381-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,205 | $3,382-64.4% | $4,815-75.0% | $2,597-53.6% |
| Participant deferral / active EE | $3,103 | $6,111-49.2% | $7,448-58.3% | $4,028-23.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |