Sign up free to preview peer percentile detail
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 | $157,689 | $80,781+95.2% | $102,437+53.9% | $74,478+111.7% |
| Participation rate | 94.7% | 65.7%+29.1pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 82.33% | 27.58%+54.7pp | 24.95%+57.4pp | 1370.56%-1288.2pp |
| Employer contribution / active EE | $480 | $3,160-84.8% | $3,871-87.6% | $2,626-81.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $232 | $2,372-90.2% | $8,388-97.2% | $1,946-88.1% |