Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,365 | $70,475-66.8% | $100,525-76.8% | $79,860-70.7% |
| Participation rate | 88.9% | 73.7%+15.2pp | 79.4%+9.5pp | 69.6%+19.3pp |
| Annual return | 1287.97% | 21.90%+1266.1pp | 30.89%+1257.1pp | 31.72%+1256.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,535 | $5,181+84.0% | $6,270+52.1% | $3,740+154.9% |
| Admin fee / account holder | $48 | $4,478-98.9% | $8,082-99.4% | $5,306-99.1% |