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 | $166,131-100.0% | $164,975-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 14.50% | 100.37%-85.9pp | 70.12%-55.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,384 | $5,276-54.8% | $4,343-45.1% | $4,663-48.9% |
| Participant deferral / active EE | $11,138 | $6,962+60.0% | $6,033+84.6% | $6,691+66.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |