Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -7.85% | -4.17%-3.7pp | -61.72%+53.9pp | 10.56%-18.4pp |
| Employer contribution / active EE | $12,897 | $16,396-21.3% | $47,703-73.0% | $13,643-5.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |