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 | $41,604 | $197,819-79.0% | $155,789-73.3% | $125,389-66.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -2.24% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,537 | $5,631+33.8% | $4,798+57.1% | $5,352+40.8% |
| Admin fee / account holder | $27 | $9,544-99.7% | $7,477-99.6% | $9,541-99.7% |