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 | $114,749 | $198,470-42.2% | $170,444-32.7% | $147,585-22.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.49% | 257.30%-240.8pp | 205.94%-189.4pp | 578.56%-562.1pp |
| Employer contribution / active EE | $756 | $6,184-87.8% | $5,433-86.1% | $4,876-84.5% |
| Participant deferral / active EE | $4,988 | $5,629-11.4% | $4,939+1.0% | $5,439-8.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |