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 | $169,453 | $96,123+76.3% | $77,361+119.0% | $198,609-14.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.10% | 2054.81%-2045.7pp | 1011.54%-1002.4pp | 202.70%-193.6pp |
| Employer contribution / active EE | $513 | $3,791-86.5% | $2,990-82.9% | $5,055-89.9% |
| Participant deferral / active EE | $1,897 | $4,975-61.9% | $3,911-51.5% | $6,977-72.8% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |