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.
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 | $54,357-100.0% | $82,706-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -114.14% | -13.67%-100.5pp | 701.76%-815.9pp | -7.84%-106.3pp |
| Employer contribution / active EE | $5,698 | $2,218+156.8% | $3,007+89.5% | $2,596+119.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |