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 | $39,139 | $42,383-7.7% | $76,518-48.9% | $64,173-39.0% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $385 | $1,563-75.4% | $2,647-85.5% | $2,381-83.8% |
| Participant deferral / active EE | $1,507 | $2,566-41.3% | $3,836-60.7% | $3,470-56.6% |
| Admin fee / account holder | $28 | $3,198-99.1% | $4,849-99.4% | $4,887-99.4% |