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 | $48,301 | $176,105-72.6% | $159,474-69.7% | $167,536-71.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 568.90% | 331.91%+237.0pp | 263.68%+305.2pp | 478.82%+90.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,138 | $7,751+5.0% | $7,353+10.7% | $6,342+28.3% |
| Admin fee / account holder | $32 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |