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 | $80,086 | $99,009-19.1% | $86,581-7.5% | $147,585-45.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.61% | 1312.70%-1292.1pp | 965.06%-944.5pp | 578.58%-558.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,649 | $3,972+67.4% | $3,609+84.3% | $5,439+22.3% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |