Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,150 | $196,972-65.9% | $182,262-63.2% | $198,609-66.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.29% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,153 | $5,364-78.5% | $5,046-77.1% | $5,055-77.2% |
| Participant deferral / active EE | $6,646 | $8,643-23.1% | $8,276-19.7% | $6,977-4.7% |
| Admin fee / account holder | $154 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |