Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,678-100.0% | $125,391-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | 398.13% | -5.97%+404.1pp | 572.41%-174.3pp | -7.85%+406.0pp |
| Employer contribution / active EE | $24,008 | $3,382+609.8% | $4,816+398.5% | $2,597+824.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |