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 | $0 | $748,074-100.0% | $676,505-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.4%-71.4pp | 85.0%-85.0pp |
| Annual return | 17.42% | 6.06%+11.4pp | 7.76%+9.7pp | 11.50%+5.9pp |
| Employer contribution / active EE | $4,476 | $13,604-67.1% | $12,651-64.6% | $22,247-79.9% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $2,707-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $17,199-100.0% | $15,480-100.0% | $31,890-100.0% |