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 | $2,921 | $27,639-89.4% | $61,501-95.3% | $68,490-95.7% |
| Participation rate | 15.5% | 39.5%-24.0pp | 52.6%-37.1pp | 67.9%-52.4pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $229 | $696-67.1% | $1,160-80.3% | $2,597-91.2% |
| Participant deferral / active EE | $286 | $1,264-77.4% | $2,125-86.6% | $4,028-92.9% |
| Admin fee / account holder | $53 | $2,012-97.4% | $2,132-97.5% | $5,403-99.0% |