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 | $102,232 | $67,396+51.7% | $60,919+67.8% | $134,545-24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.90% | 50.12%-59.0pp | 16.96%-25.9pp | 418.37%-427.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,175 | $4,534+344.9% | $3,814+428.9% | $6,401+215.2% |
| Admin fee / account holder | $162 | $4,590-96.5% | $3,228-95.0% | $11,431-98.6% |