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 | $57,057-100.0% | $85,009-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 12.07% | 21.66%-9.6pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $416 | $1,799-76.9% | $2,728-84.8% | $2,756-84.9% |
| Participant deferral / active EE | $1,983 | $3,112-36.3% | $4,522-56.1% | $4,297-53.8% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |