Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,426-100.0% | $67,560-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 17.12% | 7226.78%-7209.7pp | 3533.50%-3516.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,220 | $3,074-27.8% | $2,737-18.9% | $4,663-52.4% |
| Participant deferral / active EE | $4,077 | $4,785-14.8% | $4,004+1.8% | $6,689-39.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |