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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | 0.32% | -1.51%+1.8pp | -18.97%+19.3pp | -2.16%+2.5pp |
| Employer contribution / active EE | $296 | $56,375-99.5% | $54,628-99.5% | $42,949-99.3% |
| Participant deferral / active EE | $16,500 | $77+21275.6% | $78+20954.5% | $153+10656.2% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |