Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $69,977-100.0% | $108,582-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | -5.75% | 10.73%-16.5pp | -51.70%+45.9pp | 20.14%-25.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,029 | $3,165-35.9% | $4,311-52.9% | $3,203-36.7% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |