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 | $198,217-100.0% | $108,359-100.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 70.1%-70.1pp | - |
| Annual return | 12.77% | 9.45%+3.3pp | 36.89%-24.1pp | - |
| Employer contribution / active EE | $1,459 | $1,858-21.5% | $2,399-39.2% | - |
| Participant deferral / active EE | $3,944 | $3,727+5.8% | $4,137-4.7% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $9,741-100.0% | - |