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 | $31,414 | $72,071-56.4% | $68,368-54.1% | $137,256-77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.50% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,450 | $4,410+46.3% | $4,123+56.4% | $6,407+0.7% |
| Admin fee / account holder | $284 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |