Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,532 | $76,608-98.0% | $56,077-97.3% | $145,877-98.9% |
| Participation rate | 70.6% | 63.2%+7.3pp | 52.5%+18.1pp | 80.3%-9.7pp |
| Annual return | 17.38% | 3009.59%-2992.2pp | 1709.28%-1691.9pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,152 | $2,624-56.1% | $1,954-41.0% | $6,691-82.8% |
| Admin fee / account holder | $22 | $3,325-99.3% | $2,825-99.2% | $13,402-99.8% |