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 | $142,430-100.0% | $115,170-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 23.49% | 41.48%-18.0pp | 35.60%-12.1pp | 345.39%-321.9pp |
| Employer contribution / active EE | $2,527 | $4,011-37.0% | $3,179-20.5% | $4,763-47.0% |
| Participant deferral / active EE | $7,176 | $5,165+38.9% | $4,169+72.1% | $5,851+22.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |