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 | $48,552 | $202,342-76.0% | $172,753-71.9% | $152,909-68.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 17.77% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,165 | $5,857-80.1% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $2,553 | $5,948-57.1% | $5,198-50.9% | $5,851-56.4% |
| Admin fee / account holder | $242 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |