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 | $12,501 | $99,031-87.4% | $86,597-85.6% | $147,585-91.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.62% | 1312.56%-1300.9pp | 964.96%-953.3pp | 578.57%-567.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $671 | $3,972-83.1% | $3,609-81.4% | $5,439-87.7% |
| Admin fee / account holder | $15 | $5,711-99.7% | $4,906-99.7% | $10,885-99.9% |