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 | $15,129 | $95,917-84.2% | $79,583-81.0% | $134,545-88.8% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.2pp |
| Annual return | -17.60% | -2.70%-14.9pp | 0.16%-17.8pp | 418.37%-436.0pp |
| Employer contribution / active EE | $181 | $3,129-94.2% | $2,414-92.5% | $4,742-96.2% |
| Participant deferral / active EE | $1,441 | $4,694-69.3% | $3,986-63.9% | $6,401-77.5% |
| Admin fee / account holder | $299 | $9,132-96.7% | $6,835-95.6% | $11,431-97.4% |