Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $184,660 | $106,280+73.7% | $96,538+91.3% | $139,487+32.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.98% | 38.48%-22.5pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $167 | $4,107-95.9% | $3,740-95.5% | $4,755-96.5% |
| Participant deferral / active EE | $20,000 | $5,457+266.5% | $4,880+309.8% | $6,713+197.9% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |