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 | $21,197 | $96,123-77.9% | $77,361-72.6% | $198,609-89.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 75.0%+5.0pp | 82.4%-2.4pp |
| Annual return | 18.72% | 2054.81%-2036.1pp | 1011.54%-992.8pp | 202.70%-184.0pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,730 | $4,975-45.1% | $3,911-30.2% | $6,977-60.9% |
| Admin fee / account holder | $66 | $9,471-99.3% | $5,894-98.9% | $19,030-99.7% |