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 | $134,001-100.0% | $112,258-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -16.33% | 47.15%-63.5pp | 27.47%-43.8pp | 418.13%-434.5pp |
| Employer contribution / active EE | $9,200 | $4,039+127.8% | $3,636+153.1% | $4,741+94.1% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |