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 | $7,173 | $93,117-92.3% | $77,096-90.7% | $134,532-94.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -13.46% | 62.67%-76.1pp | 42.35%-55.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,136 | $5,241-78.3% | $4,429-74.3% | $6,401-82.2% |
| Admin fee / account holder | $41 | $6,948-99.4% | $5,428-99.2% | $11,429-99.6% |