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 | $43,328 | $185,225-76.6% | $142,898-69.7% | $167,553-74.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.88% | 8558.12%-8546.2pp | 5639.64%-5627.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,500 | $4,496-66.6% | $3,838-60.9% | $6,343-76.4% |
| Admin fee / account holder | $10 | $8,032-99.9% | $6,560-99.9% | $12,316-99.9% |