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 | $8,583 | $27,632-68.9% | $61,399-86.0% | $68,495-87.5% |
| Participation rate | 17.0% | 39.5%-22.5pp | 52.6%-35.6pp | 67.9%-50.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $355 | $696-49.0% | $1,159-69.4% | $2,596-86.3% |
| Participant deferral / active EE | $1,235 | $1,264-2.2% | $2,124-41.9% | $4,028-69.3% |
| Admin fee / account holder | $6 | $2,010-99.7% | $2,131-99.7% | $5,403-99.9% |