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 | $40,104 | $183,516-78.1% | $155,534-74.2% | $145,884-72.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 35.89% | 61.43%-25.5pp | 64.92%-29.0pp | 551.85%-516.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,321 | $6,467-64.1% | $5,630-58.8% | $6,690-65.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |