Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,161 | $70,366-91.2% | $66,674-90.8% | $138,895-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.68% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $991 | $4,374-77.4% | $4,084-75.7% | $6,396-84.5% |
| Admin fee / account holder | $135 | $5,262-97.4% | $5,098-97.3% | $12,562-98.9% |