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 | $73,992 | $92,219-19.8% | $76,767-3.6% | $135,380-45.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.60% | 5.46%-13.1pp | 2.43%-10.0pp | 519.81%-527.4pp |
| Employer contribution / active EE | $341 | $3,216-89.4% | $2,485-86.3% | $4,779-92.9% |
| Participant deferral / active EE | $12,250 | $4,508+171.7% | $3,852+218.0% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |