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 | $67,461 | $82,630-18.4% | $64,105+5.2% | $125,389-46.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | 2.00% | 1489.72%-1487.7pp | 791.24%-789.2pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |