Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,969 | $175,259-58.4% | $149,723-51.3% | $139,487-47.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 47.47% | 166.82%-119.4pp | 134.50%-87.0pp | 373.84%-326.4pp |
| Employer contribution / active EE | $635 | $5,478-88.4% | $4,821-86.8% | $4,755-86.6% |
| Participant deferral / active EE | $11,765 | $6,522+80.4% | $5,682+107.0% | $6,713+75.3% |
| Admin fee / account holder | $1 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |