Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,774 | $76,522-96.4% | $56,033-95.1% | $145,884-98.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 18.03% | 3014.28%-2996.2pp | 1711.38%-1693.3pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,981 | $2,624-24.5% | $1,954+1.4% | $6,690-70.4% |
| Admin fee / account holder | $168 | $3,328-95.0% | $2,827-94.1% | $13,392-98.7% |