Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,511 | $174,379-25.2% | $152,093-14.2% | $138,895-6.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.11% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,814 | $6,159+26.9% | $5,451+43.3% | $6,396+22.2% |
| Admin fee / account holder | $246 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |