Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $117,124 | $81,276+44.1% | $155,574-24.7% | $80,925+44.7% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 11.09% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $8,508 | $3,103+174.2% | $4,676+82.0% | $2,756+208.7% |
| Participant deferral / active EE | $3,233 | $3,453-6.4% | $5,629-42.6% | $4,299-24.8% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |