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 | $104,882 | $153,769-31.8% | $133,975-21.7% | $273,972-61.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.75% | 36.51%-18.8pp | 29.29%-11.5pp | 41.46%-23.7pp |
| Employer contribution / active EE | $653 | $6,029-89.2% | $5,211-87.5% | $4,869-86.6% |
| Participant deferral / active EE | $10,358 | $6,958+48.8% | $6,282+64.9% | $5,287+95.9% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,133-99.8% |