Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $128,495 | $176,105-27.0% | $159,474-19.4% | $167,536-23.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 66713.38% | 331.91%+66381.5pp | 263.68%+66449.7pp | 478.82%+66234.6pp |
| Employer contribution / active EE | $17 | $5,299-99.7% | $4,831-99.6% | $4,839-99.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |