Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,748 | $166,242-82.7% | $165,071-82.6% | $145,884-80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.96% | 100.44%-90.5pp | 70.17%-60.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $91 | $5,283-98.3% | $4,347-97.9% | $4,662-98.1% |
| Participant deferral / active EE | $2,906 | $6,964-58.3% | $6,035-51.9% | $6,690-56.6% |
| Admin fee / account holder | $123 | $16,658-99.3% | $12,695-99.0% | $13,392-99.1% |