Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,548 | $88,754-96.0% | $81,820-95.7% | $145,877-97.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.62% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,322 | $4,648-71.6% | $4,323-69.4% | $6,691-80.2% |
| Admin fee / account holder | $13 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |