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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,337-100.0% | $67,560-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | -0.64% | 18.26%-18.9pp | 3533.50%-3534.1pp | 35.67%-36.3pp |
| Employer contribution / active EE | $4,867 | $2,023+140.6% | $2,737+77.8% | $2,757+76.5% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |