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 | $47,791 | $108,285-55.9% | $77,552-38.4% | $158,982-69.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 34.56% | 31.69%+2.9pp | 54.82%-20.3pp | 302.99%-268.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,500 | $2,455+694.2% | $1,861+947.9% | $5,983+225.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |