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 | $95,762 | $198,457-51.7% | $170,435-43.8% | $147,586-35.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.33% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $104 | $6,183-98.3% | $5,432-98.1% | $4,876-97.9% |
| Participant deferral / active EE | $3,613 | $5,629-35.8% | $4,939-26.9% | $5,439-33.6% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |