Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,090 | $111,814-82.0% | $93,654-78.5% | $145,959-86.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.00% | 203.30%-191.3pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,748 | $4,914-23.7% | $4,413-15.1% | $6,689-44.0% |
| Admin fee / account holder | $236 | $10,246-97.7% | $8,282-97.2% | $13,398-98.2% |