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 | $130,342 | $309,303-57.9% | $147,955-11.9% | $309,303-57.9% |
| Participation rate | 100.0% | 96.2%+3.8pp | 93.3%+6.7pp | 96.2%+3.8pp |
| Annual return | 18.53% | 6.50%+12.0pp | 9.57%+9.0pp | 6.50%+12.0pp |
| Employer contribution / active EE | $2,502 | $25,613-90.2% | $9,679-74.1% | $25,613-90.2% |
| Participant deferral / active EE | $3,608 | $6,481-44.3% | $8,748-58.8% | $6,481-44.3% |
| Admin fee / account holder | $35 | $31,748-99.9% | $811-95.7% | $31,748-99.9% |