Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $181,062-100.0% | $158,223-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 16.93% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $31,880 | $4,565+598.4% | $4,109+675.9% | $4,248+650.5% |
| Participant deferral / active EE | $16,732 | $6,134+172.8% | $5,467+206.1% | $6,531+156.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |