Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,120 | $73,518-82.2% | $63,003-79.2% | $147,585-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.72% | 175.46%-159.7pp | 87.59%-71.9pp | 578.57%-562.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,043 | $4,183-51.2% | $3,329-38.6% | $5,439-62.4% |
| Admin fee / account holder | $8 | $5,952-99.9% | $3,600-99.8% | $10,885-99.9% |