Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,098 | $90,614-81.1% | $76,089-77.5% | $145,877-88.3% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.4pp |
| Annual return | 15.10% | 623.80%-608.7pp | 360.94%-345.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,679 | $5,168+9.9% | $4,259+33.3% | $6,691-15.1% |
| Admin fee / account holder | $19 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |