Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,665 | $27,632-50.5% | $61,399-77.7% | $68,495-80.0% |
| Participation rate | 10.6% | 39.5%-28.9pp | 52.6%-41.9pp | 67.9%-57.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $328 | $696-52.8% | $1,159-71.7% | $2,596-87.4% |
| Participant deferral / active EE | $1,185 | $1,264-6.2% | $2,124-44.2% | $4,028-70.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |