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 | $12,053 | $105,145-88.5% | $94,664-87.3% | $139,466-91.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.54% | 38.09%-16.6pp | 156.84%-135.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,544 | $7,599-66.5% | $7,417-65.7% | $6,712-62.1% |
| Admin fee / account holder | $16 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |