Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $82,319 | $73,421+12.1% | $66,439+23.9% | $155,188-47.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.06% | 1382.37%-1371.3pp | 757.66%-746.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,844 | $4,680-60.6% | $3,876-52.4% | $6,531-71.8% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |