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 | $29,981 | $175,257-82.9% | $149,717-80.0% | $139,456-78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.78% | 166.70%-140.9pp | 134.41%-108.6pp | 373.45%-347.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,885 | $6,521-25.1% | $5,682-14.0% | $6,711-27.2% |
| Admin fee / account holder | $162 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |