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 | $1,519 | $81,749-98.1% | $58,544-97.4% | $139,456-98.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 20.25% | 7425.45%-7405.2pp | 4249.56%-4229.3pp | 373.45%-353.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $683 | $2,555-73.3% | $1,923-64.5% | $6,711-89.8% |
| Admin fee / account holder | $13 | $3,272-99.6% | $2,520-99.5% | $11,407-99.9% |