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 | $233,276 | $95,975+143.1% | $74,552+212.9% | $135,382+72.3% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -7.56% | 56.96%-64.5pp | 32.53%-40.1pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,596 | $3,844-6.4% | $3,108+15.7% | $5,609-35.9% |
| Admin fee / account holder | $208 | $6,522-96.8% | $5,060-95.9% | $10,829-98.1% |