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 | $5,245 | $28,624-81.7% | $53,647-90.2% | $82,637-93.7% |
| Participation rate | 87.5% | 47.3%+40.2pp | 56.3%+31.2pp | 68.1%+19.4pp |
| Annual return | 22.21% | 664.98%-642.8pp | 358.33%-336.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,896 | $1,196+58.5% | $1,813+4.6% | $4,126-54.1% |
| Admin fee / account holder | $64 | $2,022-96.9% | $2,460-97.4% | $7,339-99.1% |