Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,430 | $159,934-82.8% | $147,005-81.3% | $145,959-81.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.61% | 98.24%-82.6pp | 418.76%-403.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,365 | $8,427+34.9% | $8,070+40.8% | $6,689+69.9% |
| Admin fee / account holder | $10 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |