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 | $206,143 | $209,422-1.6% | $178,503+15.5% | $158,982+29.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.62% | 188.81%-182.2pp | 151.12%-144.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $17 | $5,707-99.7% | $5,011-99.7% | $4,763-99.7% |
| Participant deferral / active EE | $7,282 | $5,955+22.3% | $5,202+40.0% | $5,983+21.7% |
| Admin fee / account holder | $230 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |