Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,566 | $117,829-79.2% | $102,423-76.0% | $145,877-83.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,893 | $5,732+2.8% | $5,054+16.6% | $6,691-11.9% |
| Admin fee / account holder | $238 | $13,335-98.2% | $9,455-97.5% | $13,402-98.2% |