Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,132 | $108,942-78.8% | $100,415-77.0% | $145,897-84.1% |
| Participation rate | 82.6% | 83.0%-0.4pp | 81.5%+1.1pp | 80.3%+2.3pp |
| Annual return | 1040.93% | 58.27%+982.7pp | 49.47%+991.5pp | 552.29%+488.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,619 | $8,461-69.0% | $8,091-67.6% | $6,689-60.8% |
| Admin fee / account holder | $83 | $9,702-99.1% | $7,906-99.0% | $13,390-99.4% |