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 | $142,280 | $138,078+3.0% | $125,363+13.5% | $134,509+5.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.49%-767.7pp | 572.15%-589.4pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,482 | $7,800+124.1% | $7,447+134.7% | $6,400+173.1% |
| Admin fee / account holder | $40 | $11,566-99.7% | $10,005-99.6% | $11,427-99.6% |