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 | $41,553 | $135,645-69.4% | $110,243-62.3% | $135,380-69.3% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.62% | 513.24%-519.9pp | 314.76%-321.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $239 | $4,907-95.1% | $3,827-93.8% | $4,779-95.0% |
| Participant deferral / active EE | $6,295 | $5,507+14.3% | $4,672+34.7% | $5,609+12.2% |
| Admin fee / account holder | $10 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |