Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,532-100.0% | $68,948-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | 18.59% | 32.56%-14.0pp | 28.39%-9.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,020 | $4,355+15.3% | $4,165+20.5% | $4,156+20.8% |
| Participant deferral / active EE | $10,525 | $6,773+55.4% | $6,186+70.1% | $6,407+64.3% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |