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 | $56,165 | $167,522-66.5% | $151,639-63.0% | $134,532-58.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 165.26% | 7.81%+157.4pp | 3.34%+161.9pp | 418.27%-253.0pp |
| Employer contribution / active EE | $824 | $6,828-87.9% | $6,165-86.6% | $4,741-82.6% |
| Participant deferral / active EE | $11,789 | $8,986+31.2% | $8,363+41.0% | $6,401+84.2% |
| Admin fee / account holder | $5 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |