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 | $38,294 | $160,028-76.1% | $147,080-74.0% | $145,884-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,018 | $8,422+7.1% | $8,066+11.8% | $6,690+34.8% |
| Admin fee / account holder | $44 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |