Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
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 | $17,479 | $29,670-41.1% | $56,054-68.8% | $80,911-78.4% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 7.02% | 35.24%-28.2pp | 1705.95%-1698.9pp | 35.63%-28.6pp |
| Employer contribution / active EE | $6 | $670-99.1% | $1,039-99.4% | $2,756-99.8% |
| Participant deferral / active EE | $916 | $1,227-25.3% | $1,952-53.1% | $4,297-78.7% |
| Admin fee / account holder | $262 | $2,431-89.2% | $2,822-90.7% | $6,935-96.2% |