Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,077 | $84,684-40.9% | $73,835-32.2% | $125,388-60.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.48% | 3123.93%-3123.5pp | 2268.13%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,721 | $3,993+18.2% | $3,583+31.7% | $5,352-11.8% |
| Admin fee / account holder | $9 | $5,691-99.8% | $4,880-99.8% | $9,541-99.9% |