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 | $125,307 | $176,077-28.8% | $159,455-21.4% | $167,518-25.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.62% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,704 | $7,751+25.2% | $7,353+32.0% | $6,342+53.0% |
| Admin fee / account holder | $55 | $12,556-99.6% | $10,800-99.5% | $12,312-99.5% |