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 | $200,253 | $202,342-1.0% | $172,753+15.9% | $152,909+31.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.01% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $23,419 | $5,948+293.7% | $5,198+350.6% | $5,851+300.2% |
| Admin fee / account holder | $29 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |