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 | $77,905-100.0% | $149,682-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 28.92% | 31.72%-2.8pp | 134.35%-105.4pp | 160.65%-131.7pp |
| Employer contribution / active EE | $3,069 | $3,138-2.2% | $4,818-36.3% | $2,670+14.9% |
| Participant deferral / active EE | $12,111 | $3,411+255.1% | $5,681+113.2% | $4,126+193.6% |
| Admin fee / account holder | $0 | $5,957-100.0% | $13,210-100.0% | $5,651-100.0% |