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 | $105,623-100.0% | $87,502-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | 2.41% | 12.26%-9.9pp | 12.21%-9.8pp | 41.46%-39.0pp |
| Employer contribution / active EE | $975 | $3,141-69.0% | $2,550-61.8% | $4,869-80.0% |
| Participant deferral / active EE | $3,901 | $3,601+8.3% | $3,149+23.9% | $5,287-26.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |