Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,436 | $196,972-83.5% | $182,262-82.2% | $198,609-83.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.73% | 158.27%-132.5pp | 140.60%-114.9pp | 202.70%-177.0pp |
| Employer contribution / active EE | $1,071 | $5,364-80.0% | $5,046-78.8% | $5,055-78.8% |
| Participant deferral / active EE | $4,751 | $8,643-45.0% | $8,276-42.6% | $6,977-31.9% |
| Admin fee / account holder | $67 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |