Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $91,608 | $90,614+1.1% | $76,089+20.4% | $145,877-37.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.65% | 623.80%-601.2pp | 360.94%-338.3pp | 551.28%-528.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,347 | $5,168-54.6% | $4,259-44.9% | $6,691-64.9% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |