Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $105,391 | $111,830-5.8% | $93,696+12.5% | $145,884-27.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.86% | 204.08%-195.2pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,500 | $4,920+357.3% | $4,417+409.4% | $6,690+236.3% |
| Admin fee / account holder | $186 | $10,249-98.2% | $8,287-97.8% | $13,392-98.6% |