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 | $196,194 | $142,354+37.8% | $125,529+56.3% | $155,188+26.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.01% | 306.06%-294.1pp | 202.56%-190.6pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,700 | $5,491-14.4% | $4,813-2.3% | $6,531-28.0% |
| Admin fee / account holder | $214 | $19,392-98.9% | $16,298-98.7% | $14,480-98.5% |