Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,153 | $32,037-77.7% | $69,182-89.7% | $62,881-88.6% |
| Participation rate | 10.0% | 43.4%-33.4pp | 55.1%-45.1pp | 69.3%-59.3pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $93 | $679-86.3% | $1,206-92.3% | $2,281-95.9% |
| Participant deferral / active EE | $622 | $1,185-47.5% | $1,897-67.2% | $3,203-80.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |