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 | $114,000 | $167,352-31.9% | $143,788-20.7% | $134,509-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.71% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $81 | $5,620-98.6% | $4,952-98.4% | $4,741-98.3% |
| Participant deferral / active EE | $12,775 | $6,447+98.2% | $5,638+126.6% | $6,400+99.6% |
| Admin fee / account holder | $6 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |