Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $227,026 | $91,179+149.0% | $178,499+27.2% | $79,852+184.3% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 12.23% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |