Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,077 | $110,093-63.6% | $97,295-58.8% | $145,897-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.04% | 244.76%-229.7pp | 75.62%-60.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $317 | $3,077-89.7% | $2,723-88.4% | $4,663-93.2% |
| Participant deferral / active EE | $8,386 | $4,678+79.3% | $4,264+96.7% | $6,689+25.4% |
| Admin fee / account holder | $81 | $6,212-98.7% | $5,646-98.6% | $13,390-99.4% |