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 | $22,848 | $100,792-77.3% | $86,691-73.6% | $134,509-83.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.30% | 29.08%-48.4pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,129 | $5,339-22.7% | $4,656-11.3% | $6,400-35.5% |
| Admin fee / account holder | $236 | $10,924-97.8% | $7,492-96.9% | $11,427-97.9% |