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 | $105,713 | $209,422-49.5% | $178,503-40.8% | $158,982-33.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.90% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $461 | $5,707-91.9% | $5,011-90.8% | $4,763-90.3% |
| Participant deferral / active EE | $3,542 | $5,955-40.5% | $5,202-31.9% | $5,983-40.8% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |