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 | $78,463 | $96,691-18.9% | $86,656-9.5% | $139,487-43.7% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.1pp |
| Annual return | 13.60% | 106.87%-93.3pp | 593.09%-579.5pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,364 | $4,838+31.6% | $4,439+43.4% | $6,713-5.2% |
| Admin fee / account holder | $103 | $6,414-98.4% | $5,619-98.2% | $11,407-99.1% |