Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 13.06% | 3.55%+9.5pp | 3.97%+9.1pp | 4.16%+8.9pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $4,869 | $205+2269.8% | $274+1674.8% | $128+3709.2% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |