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 | $87,364 | $209,428-58.3% | $178,498-51.1% | $158,950-45.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,916 | $5,955+16.1% | $5,202+32.9% | $5,983+15.6% |
| Admin fee / account holder | $143 | $17,077-99.2% | $13,985-99.0% | $11,248-98.7% |