Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,516 | $48,267-59.6% | $68,794-71.6% | $68,495-71.5% |
| Participation rate | 37.3% | 60.7%-23.4pp | 69.0%-31.8pp | 67.9%-30.6pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $546 | $1,829-70.1% | $2,656-79.4% | $2,596-79.0% |
| Participant deferral / active EE | $1,051 | $2,867-63.3% | $3,941-73.3% | $4,028-73.9% |
| Admin fee / account holder | $38 | $4,362-99.1% | $4,934-99.2% | $5,403-99.3% |