Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,104 | $176,402-80.1% | $134,162-73.8% | $158,982-77.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.55% | 63.66%-49.1pp | 36.35%-21.8pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,771 | $4,093-32.3% | $3,500-20.8% | $5,983-53.7% |
| Admin fee / account holder | $194 | $8,719-97.8% | $6,685-97.1% | $11,252-98.3% |