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 | $136,860-100.0% | $120,344-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 21.82% | 21.38%+0.4pp | 20.30%+1.5pp | 172.34%-150.5pp |
| Employer contribution / active EE | $3,816 | $3,533+8.0% | $3,020+26.4% | $4,379-12.9% |
| Participant deferral / active EE | $5,700 | $5,793-1.6% | $5,135+11.0% | $6,730-15.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |