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 | $130,826 | $165,381-20.9% | $149,730-12.6% | $158,966-17.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.19% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $799 | $5,104-84.3% | $4,645-82.8% | $4,762-83.2% |
| Participant deferral / active EE | $5,568 | $7,182-22.5% | $6,843-18.6% | $5,983-6.9% |
| Admin fee / account holder | $217 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |