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 | $19,733 | $90,606-78.2% | $79,466-75.2% | $135,379-85.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.16% | 977.69%-985.9pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $678 | $4,050-83.3% | $3,704-81.7% | $5,609-87.9% |
| Admin fee / account holder | $199 | $5,895-96.6% | $5,104-96.1% | $10,828-98.2% |