Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,792 | $95,917-56.4% | $79,583-47.5% | $134,545-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.21% | -2.70%-16.5pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,500 | $4,694+187.6% | $3,986+238.7% | $6,401+110.9% |
| Admin fee / account holder | $142 | $9,132-98.4% | $6,835-97.9% | $11,431-98.8% |