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 | $2,785 | $104,650-97.3% | $83,854-96.7% | $155,188-98.2% |
| Participation rate | 86.4% | 65.1%+21.3pp | 59.1%+27.3pp | 80.8%+5.6pp |
| Annual return | 22.54% | 28.97%-6.4pp | 31.39%-8.9pp | 148.84%-126.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,148 | $2,367-51.5% | $2,035-43.6% | $6,531-82.4% |
| Admin fee / account holder | $234 | $3,518-93.3% | $3,197-92.7% | $14,480-98.4% |