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 | $114,199-100.0% | $119,237-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.1%-82.1pp |
| Annual return | 13.20% | 29.88%-16.7pp | 30.70%-17.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,461 | $4,480-22.7% | $4,383-21.0% | $4,840-28.5% |
| Participant deferral / active EE | $2,173 | $6,086-64.3% | $6,112-64.4% | $6,343-65.7% |
| Admin fee / account holder | $0 | $8,939-100.0% | $7,229-100.0% | $12,316-100.0% |