Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,146 | $29,733-72.6% | $56,025-85.5% | $80,959-89.9% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 9.91% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $205 | $672-69.5% | $1,042-80.4% | $2,757-92.6% |
| Participant deferral / active EE | $205 | $1,229-83.4% | $1,955-89.5% | $4,300-95.2% |
| Admin fee / account holder | $91 | $2,434-96.2% | $2,828-96.8% | $6,925-98.7% |