Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,842 | $27,800-71.8% | $58,544-86.6% | $71,495-89.0% |
| Participation rate | 20.8% | 34.6%-13.8pp | 50.9%-30.1pp | 67.9%-47.2pp |
| Annual return | 0.00% | 26.80%-26.8pp | 4249.56%-4249.6pp | 28.85%-28.9pp |
| Employer contribution / active EE | $436 | $632-31.0% | $1,053-58.6% | $2,589-83.2% |
| Participant deferral / active EE | $1,233 | $1,208+2.0% | $1,923-35.9% | $4,291-71.3% |
| Admin fee / account holder | $269 | $1,637-83.6% | $2,520-89.3% | $1,588-83.1% |