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 | $289,147-100.0% | $398,943-100.0% | $289,147-100.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 68.8%-18.8pp | 80.8%-30.8pp |
| Annual return | 0.00% | 12.61%-12.6pp | 12.10%-12.1pp | 12.61%-12.6pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $17,661-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,706-100.0% | $23,026-100.0% |