Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,019 | $84,685-32.7% | $73,836-22.8% | $125,389-54.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.41% | 3123.80%-3122.4pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,200 | $3,993+105.4% | $3,583+128.9% | $5,352+53.2% |
| Admin fee / account holder | $12 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |