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 | $49,671 | $165,361-70.0% | $149,715-66.8% | $158,950-68.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.96% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,060 | $7,182+26.2% | $6,842+32.4% | $5,983+51.4% |
| Admin fee / account holder | $23 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |