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 | $43,260 | $109,830-60.6% | $98,452-56.1% | $167,497-74.2% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 16.00% | 1957.04%-1941.0pp | 1492.96%-1477.0pp | 478.62%-462.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,192 | $4,673+75.3% | $4,276+91.6% | $6,341+29.2% |
| Admin fee / account holder | $0 | $6,751-100.0% | $5,948-100.0% | $12,310-100.0% |