Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,187 | $73,863-83.5% | $143,797-91.5% | $68,490-82.2% |
| Participation rate | 27.7% | 66.7%-39.0pp | 80.3%-52.7pp | 67.9%-40.2pp |
| Annual return | -17.12% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $568 | $3,185-82.2% | $4,952-88.5% | $2,597-78.1% |
| Participant deferral / active EE | $1,171 | $3,385-65.4% | $5,638-79.2% | $4,028-70.9% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |