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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $30,319-100.0% | - | $30,319-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 0.0%0pp | 66.5%-66.5pp |
| Annual return | -6.64% | 6.38%-13.0pp | -6.64%0pp | 6.38%-13.0pp |
| Employer contribution / active EE | $11,006 | $4,590+139.8% | $11,0060% | $4,590+139.8% |
| Participant deferral / active EE | $0 | $6,277-100.0% | - | $6,277-100.0% |
| Admin fee / account holder | $0 | $1,213-100.0% | - | $1,213-100.0% |