Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $214,777 | $67,396+218.7% | $60,919+252.6% | $134,545+59.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.35% | 50.12%-60.5pp | 16.96%-27.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,750 | $4,534+115.0% | $3,814+155.6% | $6,401+52.3% |
| Admin fee / account holder | $35 | $4,590-99.2% | $3,228-98.9% | $11,431-99.7% |