Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,071 | $99,668-28.7% | $86,451-17.8% | $134,545-47.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 6789.61%-6807.7pp | 4398.51%-4416.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,703 | $7,249+61.4% | $6,953+68.3% | $6,401+82.8% |
| Admin fee / account holder | $55 | $8,377-99.3% | $6,734-99.2% | $11,431-99.5% |