Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,239 | $88,754-80.6% | $81,820-78.9% | $145,877-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1031.77%-1017.2pp | 777.93%-763.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $198 | $3,085-93.6% | $2,915-93.2% | $4,663-95.7% |
| Participant deferral / active EE | $4,956 | $4,648+6.6% | $4,323+14.7% | $6,691-25.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |