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 | $163,687-100.0% | $108,745-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.7%-77.7pp | 83.0%-83.0pp |
| Annual return | 0.00% | 31.16%-31.2pp | 46.22%-46.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $17,500 | $4,711+271.4% | $3,323+426.6% | $4,869+259.4% |
| Participant deferral / active EE | $12,750 | $7,155+78.2% | $5,121+149.0% | $5,287+141.1% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |