Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,166 | $217,432-77.8% | $185,851-74.1% | $167,553-71.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.88% | 148.43%-130.6pp | 122.11%-104.2pp | 478.89%-461.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $25,691 | $6,357+304.1% | $5,569+361.4% | $6,343+305.1% |
| Admin fee / account holder | $12 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |