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 | $28,244 | $129,737-78.2% | $119,126-76.3% | $154,746-81.7% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 95.85% | 379.08%-283.2pp | 282.11%-186.3pp | 172.34%-76.5pp |
| Employer contribution / active EE | $533 | $4,375-87.8% | $4,034-86.8% | $4,379-87.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $215 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |