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 | $0 | $167,504-100.0% | $151,628-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -13.25% | 7.81%-21.1pp | 3.34%-16.6pp | 418.13%-431.4pp |
| Employer contribution / active EE | $1,064 | $6,828-84.4% | $6,165-82.7% | $4,741-77.6% |
| Participant deferral / active EE | $9,877 | $8,985+9.9% | $8,363+18.1% | $6,400+54.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |