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 | $80,141 | $217,432-63.1% | $185,851-56.9% | $167,553-52.2% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.34% | 148.43%-137.1pp | 122.11%-110.8pp | 478.89%-467.6pp |
| Employer contribution / active EE | $1,029 | $5,874-82.5% | $5,168-80.1% | $4,840-78.7% |
| Participant deferral / active EE | $4,356 | $6,357-31.5% | $5,569-21.8% | $6,343-31.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |