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 | $92,472 | $217,432-57.5% | $185,849-50.2% | $167,536-44.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.63% | 148.42%-125.8pp | 122.10%-99.5pp | 478.82%-456.2pp |
| Employer contribution / active EE | $965 | $5,875-83.6% | $5,169-81.3% | $4,839-80.1% |
| Participant deferral / active EE | $24,115 | $6,357+279.3% | $5,569+333.0% | $6,342+280.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |