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 | $20,999 | $70,366-70.2% | $66,674-68.5% | $138,895-84.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 17.99% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,916 | $4,374-33.3% | $4,084-28.6% | $6,396-54.4% |
| Admin fee / account holder | $187 | $5,262-96.4% | $5,098-96.3% | $12,562-98.5% |