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 | $50,647 | $175,257-71.1% | $149,717-66.2% | $139,456-63.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.4pp |
| Employer contribution / active EE | $922 | $5,477-83.2% | $4,820-80.9% | $4,753-80.6% |
| Participant deferral / active EE | $2,183 | $6,521-66.5% | $5,682-61.6% | $6,711-67.5% |
| Admin fee / account holder | $208 | $16,156-98.7% | $13,213-98.4% | $11,407-98.2% |