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 | $70,939 | $160,059-55.7% | $140,019-49.3% | $135,380-47.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.82% | 911.48%-920.3pp | 651.17%-660.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $568 | $6,420-91.2% | $5,605-89.9% | $4,779-88.1% |
| Participant deferral / active EE | $5,739 | $7,641-24.9% | $6,927-17.2% | $5,609+2.3% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |