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 | $6,888 | $32,037-78.5% | $69,182-90.0% | $62,881-89.0% |
| Participation rate | 31.0% | 43.4%-12.5pp | 55.1%-24.2pp | 69.3%-38.4pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $411 | $679-39.4% | $1,206-65.9% | $2,281-82.0% |
| Participant deferral / active EE | $932 | $1,185-21.4% | $1,897-50.9% | $3,203-70.9% |
| Admin fee / account holder | $138 | $2,608-94.7% | $2,697-94.9% | $4,296-96.8% |