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 | $83,625 | $99,644-16.1% | $86,438-3.3% | $134,532-37.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -2.18% | 6787.26%-6789.4pp | 4397.19%-4399.4pp | 418.27%-420.4pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,545 | $7,247-51.1% | $6,952-49.0% | $6,401-44.6% |
| Admin fee / account holder | $7 | $8,375-99.9% | $6,733-99.9% | $11,429-99.9% |