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 | $99,298 | $228,395-56.5% | $185,861-46.6% | $158,982-37.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 15.14% | 40.82%-25.7pp | 35.96%-20.8pp | 302.99%-287.8pp |
| Employer contribution / active EE | $434 | $4,968-91.3% | $4,088-89.4% | $4,763-90.9% |
| Participant deferral / active EE | $5,235 | $6,417-18.4% | $5,634-7.1% | $5,983-12.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |