Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,129 | $73,546-61.8% | $63,018-55.4% | $147,586-80.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.07% | 175.56%-166.5pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,835 | $4,185+111.1% | $3,330+165.3% | $5,439+62.4% |
| Admin fee / account holder | $132 | $5,956-97.8% | $3,601-96.3% | $10,886-98.8% |