Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,327 | $157,270-80.7% | $141,173-78.5% | $152,870-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.82% | 64.33%-38.5pp | 71.40%-45.6pp | 345.34%-319.5pp |
| Employer contribution / active EE | $593 | $5,261-88.7% | $4,735-87.5% | $4,763-87.5% |
| Participant deferral / active EE | $17,050 | $7,110+139.8% | $6,710+154.1% | $5,850+191.4% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |