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 | $42,318 | $196,972-78.5% | $182,262-76.8% | $198,609-78.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.70% | 158.27%-135.6pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,157 | $8,643+17.5% | $8,276+22.7% | $6,977+45.6% |
| Admin fee / account holder | $41 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |