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 | $12,366 | $73,839-83.3% | $143,788-91.4% | $68,495-81.9% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -7.05% | 1.01%-8.1pp | -0.03%-7.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,084 | $3,384-68.0% | $5,638-80.8% | $4,028-73.1% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,675-99.9% | $5,403-99.8% |