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 | $0 | $263,825-100.0% | $71,344-100.0% | $263,825-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 66.7%-66.7pp | 78.8%-78.8pp |
| Annual return | 14.94% | 13.08%+1.9pp | 8.09%+6.9pp | 13.08%+1.9pp |
| Employer contribution / active EE | $161 | $11,436-98.6% | $2,830-94.3% | $11,436-98.6% |
| Participant deferral / active EE | $643 | $5,893-89.1% | $6,453-90.0% | $5,893-89.1% |
| Admin fee / account holder | $0 | $32,179-100.0% | $3,979-100.0% | $32,179-100.0% |