Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $214,939 | $176,688+21.6% | $130,660+64.5% | $152,870+40.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 7.44% | 2692.66%-2685.2pp | 1709.13%-1701.7pp | 345.34%-337.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $25,000 | $4,362+473.1% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,597-100.0% |