Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $156,970-100.0% | $121,210-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 21.30% | 1477.10%-1455.8pp | 987.41%-966.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,200 | $4,849-75.3% | $4,084-70.6% | $6,713-82.1% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |