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 | $74,240 | $160,040-53.6% | $147,096-49.5% | $145,877-49.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 972.26% | 98.49%+873.8pp | 419.75%+552.5pp | 551.28%+421.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,122 | $8,429+67.5% | $8,071+75.0% | $6,691+111.1% |
| Admin fee / account holder | $96 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |