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 | $101,977 | $171,867-40.7% | $149,721-31.9% | $147,586-30.9% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 17.78% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,223 | $6,275-80.5% | $5,444-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $6,295 | $7,270-13.4% | $6,568-4.2% | $5,439+15.7% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |