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 | $38,170 | $180,459-78.8% | $154,108-75.2% | $135,380-71.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.31% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,047 | $6,035-82.6% | $5,298-80.2% | $4,779-78.1% |
| Participant deferral / active EE | $3,947 | $5,806-32.0% | $5,081-22.3% | $5,609-29.6% |
| Admin fee / account holder | $209 | $16,145-98.7% | $13,411-98.4% | $10,828-98.1% |