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 | $14,440 | $81,643-82.3% | $70,462-79.5% | $158,950-90.9% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 13.78% | 208.51%-194.7pp | 109.08%-95.3pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,854 | $4,555-59.3% | $3,710-50.0% | $5,983-69.0% |
| Admin fee / account holder | $23 | $6,194-99.6% | $3,845-99.4% | $11,248-99.8% |