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 | $124,346-100.0% | $111,306-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 11.85% | 37.46%-25.6pp | 54.67%-42.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,148 | $3,438-66.6% | $2,732-58.0% | $4,840-76.3% |
| Participant deferral / active EE | $3,279 | $5,182-36.7% | $4,488-26.9% | $6,343-48.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |