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 | $2,823 | $70,366-96.0% | $66,674-95.8% | $138,895-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 30.58% | 386.41%-355.8pp | 321.24%-290.7pp | 145.39%-114.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,398 | $4,374-68.0% | $4,084-65.8% | $6,396-78.1% |
| Admin fee / account holder | $160 | $5,262-97.0% | $5,098-96.9% | $12,562-98.7% |