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 | $45,680 | $105,867-56.9% | $90,760-49.7% | $134,532-66.0% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -19.23% | -10.99%-8.2pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $557 | $3,464-83.9% | $2,922-80.9% | $4,741-88.2% |
| Participant deferral / active EE | $3,738 | $5,217-28.4% | $4,565-18.1% | $6,401-41.6% |
| Admin fee / account holder | $17 | $13,936-99.9% | $8,444-99.8% | $11,429-99.8% |