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.
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 | $0 | $109,830-100.0% | $98,452-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | -1.16% | 1957.04%-1958.2pp | 1492.96%-1494.1pp | 478.62%-479.8pp |
| Employer contribution / active EE | $14,068 | $3,224+336.3% | $2,960+375.2% | $4,838+190.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $5,948-100.0% | $12,310-100.0% |