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 | $13,538 | $54,239-75.0% | $70,098-80.7% | $68,495-80.2% |
| Participation rate | 25.4% | 64.5%-39.1pp | 70.5%-45.1pp | 67.9%-42.5pp |
| Annual return | 0.05% | -13.87%+13.9pp | 190.76%-190.7pp | -7.84%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,691-100.0% | $6,266-100.0% | $5,403-100.0% |