Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,741 | $183,516-64.2% | $155,534-57.7% | $145,884-54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,024 | $5,315-80.7% | $4,675-78.1% | $4,662-78.0% |
| Participant deferral / active EE | $6,615 | $6,467+2.3% | $5,630+17.5% | $6,690-1.1% |
| Admin fee / account holder | $97 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |