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 | $43,843 | $202,342-78.3% | $172,753-74.6% | $152,909-71.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.34% | 1029.88%-1006.5pp | 803.00%-779.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,200 | $5,857-79.5% | $5,144-76.7% | $4,764-74.8% |
| Participant deferral / active EE | $3,572 | $5,948-39.9% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $85 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |