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 | $54,830 | $150,447-63.6% | $136,298-59.8% | $147,586-62.8% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 18.93% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $595 | $5,256-88.7% | $4,696-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $2,914 | $6,631-56.0% | $6,247-53.4% | $5,439-46.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |