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 | $63,143 | $106,008-40.4% | $92,240-31.5% | $147,586-57.2% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 19.27% | 50.05%-30.8pp | 176.29%-157.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,573 | $4,478-42.5% | $3,897-34.0% | $5,439-52.7% |
| Admin fee / account holder | $159 | $6,333-97.5% | $5,194-96.9% | $10,886-98.5% |