Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,587-100.0% | $83,322-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | 0.00% | 9.65%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |