Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,778-100.0% | $114,563-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | 22.58% | 295.14%-272.6pp | 241.09%-218.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $3,819 | $2,806+36.1% | $2,592+47.3% | $4,379-12.8% |
| Participant deferral / active EE | $5,679 | $4,445+27.8% | $4,142+37.1% | $6,730-15.6% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |