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 | $0 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 9.03% | 9.11%-0.1pp | 9.57%-0.5pp | 15.19%-6.2pp |
| Employer contribution / active EE | $545 | $34,784-98.4% | $26,706-98.0% | $34,877-98.4% |
| Participant deferral / active EE | $2,348 | $236+893.5% | $213+1002.9% | $86+2642.8% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |