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 | $20,132 | $73,107-72.5% | $114,563-82.4% | $87,485-77.0% |
| Participation rate | 85.4% | 65.8%+19.6pp | 72.9%+12.5pp | 68.9%+16.5pp |
| Annual return | 54.89% | 19.47%+35.4pp | 241.09%-186.2pp | 26.06%+28.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,200 | $3,144+129.0% | $4,142+73.8% | $4,274+68.5% |
| Admin fee / account holder | $179 | $5,770-96.9% | $7,623-97.6% | $7,775-97.7% |