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 | $32,157 | $176,120-81.7% | $159,487-79.8% | $167,553-80.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.93% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,480 | $7,752-55.1% | $7,354-52.7% | $6,343-45.1% |
| Admin fee / account holder | $30 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |