Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,904 | $201,372-56.3% | $184,260-52.3% | $145,884-39.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.92% | 29.04%-8.1pp | 28.84%-7.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,196 | $7,024-83.0% | $6,427-81.4% | $4,662-74.4% |
| Participant deferral / active EE | $9,426 | $9,808-3.9% | $9,133+3.2% | $6,690+40.9% |
| Admin fee / account holder | $7 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |