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 | $16,381 | $76,368-78.6% | $67,681-75.8% | $154,746-89.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.92% | 1066.77%-1044.9pp | 590.58%-568.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,737 | $4,824-1.8% | $3,976+19.2% | $6,730-29.6% |
| Admin fee / account holder | $27 | $8,559-99.7% | $6,100-99.6% | $14,365-99.8% |