Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $127,779-100.0% | $106,551-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | -34.69% | 33.87%-68.6pp | 26.80%-61.5pp | 478.71%-513.4pp |
| Employer contribution / active EE | $1,348 | $3,427-60.7% | $2,819-52.2% | $4,838-72.1% |
| Participant deferral / active EE | $920 | $5,088-81.9% | $4,398-79.1% | $6,342-85.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |