Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,718 | $167,362-72.1% | $143,799-67.5% | $134,532-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $326 | $5,620-94.2% | $4,952-93.4% | $4,741-93.1% |
| Participant deferral / active EE | $14,135 | $6,447+119.2% | $5,638+150.7% | $6,401+120.8% |
| Admin fee / account holder | $16 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |