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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $333,750-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.6%-48.6pp | 5.6%-5.6pp |
| Annual return | -1.28% | 39.82%-41.1pp | -9.60%+8.3pp | 39.82%-41.1pp |
| Employer contribution / active EE | $7,041 | $19,980-64.8% | $56,630-87.6% | $19,980-64.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $124-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,181-100.0% | $62-100.0% |