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 | $90,539 | $183,968-50.8% | $162,166-44.2% | $152,870-40.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.77%-150.8pp | 115.59%-115.6pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,068 | $6,371-83.2% | $5,614-81.0% | $4,763-77.6% |
| Participant deferral / active EE | $4,352 | $8,034-45.8% | $7,298-40.4% | $5,850-25.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |