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 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 13.20% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,039 | $4,972+21.5% | $4,294+40.6% | $4,156+45.3% |
| Participant deferral / active EE | $8,075 | $6,888+17.2% | $6,132+31.7% | $6,407+26.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |