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 | $96,399 | $190,862-49.5% | $159,991-39.7% | $134,509-28.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.30% | 552.59%-566.9pp | 408.82%-423.1pp | 418.13%-432.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,885 | $6,924+13.9% | $6,183+27.5% | $6,400+23.2% |
| Admin fee / account holder | $163 | $10,495-98.4% | $8,715-98.1% | $11,427-98.6% |