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 | $51,220 | $133,981-61.8% | $112,249-54.4% | $134,532-61.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -4.84% | 47.16%-52.0pp | 27.48%-32.3pp | 418.27%-423.1pp |
| Employer contribution / active EE | $378 | $4,040-90.6% | $3,636-89.6% | $4,741-92.0% |
| Participant deferral / active EE | $10,440 | $5,292+97.3% | $4,729+120.8% | $6,401+63.1% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |