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 | $135,956-100.0% | $123,894-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,000 | $5,170-22.6% | $4,617-13.4% | $4,869-17.8% |
| Participant deferral / active EE | $16,525 | $6,343+160.5% | $5,984+176.1% | $5,287+212.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |