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 | $12,290 | $73,848-83.4% | $143,799-91.5% | $68,486-82.1% |
| Participation rate | 13.7% | 66.7%-53.0pp | 80.3%-66.6pp | 67.9%-54.2pp |
| Annual return | -21.90% | 0.91%-22.8pp | -0.04%-21.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $536 | $3,385-84.2% | $5,638-90.5% | $4,028-86.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |