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 | $20,275 | $70,366-71.2% | $66,674-69.6% | $138,895-85.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 25.72% | 386.41%-360.7pp | 321.24%-295.5pp | 145.39%-119.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,155 | $4,374-5.0% | $4,084+1.7% | $6,396-35.0% |
| Admin fee / account holder | $199 | $5,262-96.2% | $5,098-96.1% | $12,562-98.4% |