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 | $1,057 | $69,118-98.5% | $53,647-98.0% | $138,895-99.2% |
| Participation rate | 77.3% | 64.0%+13.3pp | 56.3%+21.0pp | 79.9%-2.6pp |
| Annual return | 20.38% | 248.26%-227.9pp | 358.33%-338.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $285 | $2,274-87.5% | $1,813-84.3% | $6,396-95.5% |
| Admin fee / account holder | $6 | $2,724-99.8% | $2,460-99.7% | $12,562-99.9% |