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 | $171,492-100.0% | $150,734-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 5.09% | 804.70%-799.6pp | 600.81%-595.7pp | 202.70%-197.6pp |
| Employer contribution / active EE | $10,000 | $5,470+82.8% | $4,918+103.3% | $5,055+97.8% |
| Participant deferral / active EE | $31,000 | $6,259+395.3% | $5,610+452.6% | $6,977+344.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |