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 | $28,048 | $131,835-78.7% | $108,582-74.2% | $273,972-89.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.79% | -91.57%+100.4pp | -51.70%+60.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,348 | $5,127+101.8% | $4,311+140.0% | $5,287+95.7% |
| Admin fee / account holder | $119 | $10,253-98.8% | $7,645-98.4% | $10,133-98.8% |