Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,933 | $108,897-87.2% | $100,378-86.1% | $145,877-90.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 44.45% | 58.17%-13.7pp | 49.41%-5.0pp | 551.28%-506.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,500 | $8,455-23.1% | $8,087-19.6% | $6,691-2.8% |
| Admin fee / account holder | $58 | $9,690-99.4% | $7,899-99.3% | $13,402-99.6% |