Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,601 | $76,522-97.9% | $56,033-97.1% | $145,884-98.9% |
| Participation rate | 90.5% | 63.2%+27.3pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | 13.28% | 3014.28%-3001.0pp | 1711.38%-1698.1pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $423 | $2,624-83.9% | $1,954-78.3% | $6,690-93.7% |
| Admin fee / account holder | $37 | $3,328-98.9% | $2,827-98.7% | $13,392-99.7% |