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 | $99,668-100.0% | $86,451-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -7.62% | 6789.61%-6797.2pp | 4398.51%-4406.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $1,531 | $4,403-65.2% | $3,770-59.4% | $4,742-67.7% |
| Participant deferral / active EE | $3,086 | $7,249-57.4% | $6,953-55.6% | $6,401-51.8% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |