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 | $0 | $105,210-100.0% | $159,487-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 19.69% | 45.08%-25.4pp | 263.71%-244.0pp | 318.63%-298.9pp |
| Employer contribution / active EE | $2,941 | $3,319-11.4% | $4,831-39.1% | $2,565+14.6% |
| Participant deferral / active EE | $5,992 | $5,946+0.8% | $7,354-18.5% | $3,952+51.6% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |