Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,087 | $99,009-63.6% | $86,581-58.3% | $147,585-75.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 17.36% | 1312.70%-1295.3pp | 965.06%-947.7pp | 578.58%-561.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,126 | $3,972-21.3% | $3,609-13.4% | $5,439-42.5% |
| Admin fee / account holder | $159 | $5,709-97.2% | $4,904-96.8% | $10,886-98.5% |