Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,259 | $54,370-75.6% | $82,763-84.0% | $68,490-80.6% |
| Participation rate | 39.8% | 63.9%-24.2pp | 72.6%-32.8pp | 67.9%-28.1pp |
| Annual return | -19.17% | -13.67%-5.5pp | 702.45%-721.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,863 | $3,247-42.6% | $4,395-57.6% | $4,028-53.7% |
| Admin fee / account holder | $154 | $4,398-96.5% | $5,325-97.1% | $5,403-97.2% |