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 | $70,806 | $173,526-59.2% | $136,072-48.0% | $145,884-51.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 7.61% | 1167.12%-1159.5pp | 580.46%-572.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,500 | $8,711-71.3% | $7,028-64.4% | $6,690-62.6% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |