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 | $22,084 | $112,729-80.4% | $98,716-77.6% | $137,256-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.79% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,180 | $4,640+291.8% | $4,048+349.1% | $6,407+183.8% |
| Admin fee / account holder | $50 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |