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 | $8,553 | $29,736-71.2% | $56,033-84.7% | $80,935-89.4% |
| Participation rate | 80.6% | 41.7%+38.9pp | 52.5%+28.1pp | 67.7%+13.0pp |
| Annual return | 21.03% | 35.28%-14.2pp | 1711.38%-1690.3pp | 35.66%-14.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,048 | $1,228+148.2% | $1,954+56.0% | $4,299-29.1% |
| Admin fee / account holder | $232 | $2,434-90.5% | $2,827-91.8% | $6,924-96.7% |