Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $156,963-100.0% | $121,204-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.01% | 1476.75%-1460.7pp | 987.18%-971.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,489 | $5,544-55.1% | $4,170-40.3% | $4,754-47.7% |
| Participant deferral / active EE | $10,899 | $4,848+124.8% | $4,083+167.0% | $6,712+62.4% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |