Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,728 | $169,356-56.5% | $129,406-43.0% | $145,897-49.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.38% | 14418.62%-14407.2pp | 9468.18%-9456.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,900 | $4,987+359.2% | $4,167+449.5% | $6,689+242.3% |
| Admin fee / account holder | $94 | $9,915-99.1% | $7,689-98.8% | $13,390-99.3% |