Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,401 | $72,071-93.9% | $68,368-93.6% | $137,256-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.15% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,569 | $4,410-64.4% | $4,123-61.9% | $6,407-75.5% |
| Admin fee / account holder | $42 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |