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 | $20,614 | $95,917-78.5% | $79,583-74.1% | $134,545-84.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.72% | -2.70%-16.0pp | 0.16%-18.9pp | 418.37%-437.1pp |
| Employer contribution / active EE | $235 | $3,129-92.5% | $2,414-90.3% | $4,742-95.1% |
| Participant deferral / active EE | $2,431 | $4,694-48.2% | $3,986-39.0% | $6,401-62.0% |
| Admin fee / account holder | $101 | $9,132-98.9% | $6,835-98.5% | $11,431-99.1% |