Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $73,102-100.0% | $123,552-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 82.3%-82.3pp | 69.9%-69.9pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $21 | $5,423-99.6% | $6,426-99.7% | $3,350-99.4% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |