Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $156,927-100.0% | $121,169-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 32.18% | 1475.85%-1443.7pp | 986.71%-954.5pp | 373.45%-341.3pp |
| Employer contribution / active EE | $26,287 | $5,542+374.3% | $4,168+530.7% | $4,753+453.1% |
| Participant deferral / active EE | $22,500 | $4,848+364.1% | $4,083+451.1% | $6,711+235.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |