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 | $0 | $29,733-100.0% | $56,025-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 10.82% | 35.28%-24.5pp | 1712.69%-1701.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,165 | $672+222.3% | $1,042+107.9% | $2,757-21.5% |
| Participant deferral / active EE | $1,310 | $1,229+6.6% | $1,955-33.0% | $4,300-69.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |