Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,549 | $73,839-38.3% | $143,788-68.3% | $68,495-33.5% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -21.60% | 1.01%-22.6pp | -0.03%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $437 | $3,184-86.3% | $4,952-91.2% | $2,596-83.2% |
| Participant deferral / active EE | $931 | $3,384-72.5% | $5,638-83.5% | $4,028-76.9% |
| Admin fee / account holder | $113 | $5,755-98.0% | $14,675-99.2% | $5,403-97.9% |