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 | $37,332 | $105,158-64.5% | $94,672-60.6% | $139,487-73.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 38.11%-17.7pp | 156.89%-136.5pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,720 | $7,599+41.1% | $7,417+44.5% | $6,713+59.7% |
| Admin fee / account holder | $73 | $8,972-99.2% | $7,222-99.0% | $11,407-99.4% |