Sign up free to preview peer percentile detail
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 | $169,131 | $185,905-9.0% | $170,057-0.5% | $139,487+21.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.75% | 60.56%-43.8pp | 53.42%-36.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,360 | $7,597-82.1% | $6,790-80.0% | $4,755-71.4% |
| Participant deferral / active EE | $13,750 | $11,627+18.3% | $10,411+32.1% | $6,713+104.8% |
| Admin fee / account holder | $183 | $15,397-98.8% | $12,826-98.6% | $11,407-98.4% |