Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,051 | $106,923-75.6% | $84,023-69.0% | $152,909-83.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.45% | 105.02%-83.6pp | 71.32%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,667 | $4,013+215.7% | $3,239+291.0% | $5,851+116.5% |
| Admin fee / account holder | $44 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |