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 | $106,639 | $100,792+5.8% | $86,691+23.0% | $134,509-20.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -16.76% | 29.08%-45.8pp | 35.94%-52.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,901 | $5,339+29.3% | $4,656+48.2% | $6,400+7.8% |
| Admin fee / account holder | $16 | $10,924-99.9% | $7,492-99.8% | $11,427-99.9% |