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 | $42,329 | $86,701-51.2% | $73,309-42.3% | $125,389-66.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.19% | 2.78%-4.0pp | 5.67%-6.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,800 | $5,549-67.6% | $4,991-63.9% | $5,352-66.4% |
| Admin fee / account holder | $132 | $7,768-98.3% | $5,635-97.7% | $9,541-98.6% |