Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $141,004-100.0% | $112,273-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 19.41% | 32.75%-13.3pp | 30.23%-10.8pp | 373.66%-354.3pp |
| Employer contribution / active EE | $18,243 | $4,285+325.7% | $3,431+431.7% | $4,754+283.7% |
| Participant deferral / active EE | $30,000 | $5,878+410.4% | $4,800+525.0% | $6,712+347.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |