Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,977 | $71,878-27.7% | $86,698-40.0% | $68,486-24.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.23% | 3.53%-1.3pp | 35.95%-33.7pp | -7.85%+10.1pp |
| Employer contribution / active EE | $30 | $2,173-98.6% | $2,837-99.0% | $2,597-98.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |