Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,247 | $72,071-96.9% | $68,368-96.7% | $137,256-98.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 20.92% | 353.14%-332.2pp | 292.57%-271.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,291 | $4,410-70.7% | $4,123-68.7% | $6,407-79.9% |
| Admin fee / account holder | $247 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |