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 | $113,338-100.0% | $94,993-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 6.18% | 20.80%-14.6pp | 27.14%-21.0pp | 578.59%-572.4pp |
| Employer contribution / active EE | $781 | $3,160-75.3% | $2,603-70.0% | $4,876-84.0% |
| Participant deferral / active EE | $3,125 | $3,777-17.3% | $3,317-5.8% | $5,439-42.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |