Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,941 | $100,279-89.1% | $81,353-86.6% | $145,884-92.5% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 10.82% | 34.49%-23.7pp | 24.82%-14.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,558 | $4,611-22.8% | $3,885-8.4% | $6,690-46.8% |
| Admin fee / account holder | $83 | $8,206-99.0% | $5,766-98.6% | $13,392-99.4% |