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 | $170,894 | $90,509+88.8% | $78,693+117.2% | $273,968-37.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.22% | 75.61%-66.4pp | 62.18%-53.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,909 | $3,901+154.0% | $3,517+181.7% | $5,287+87.4% |
| Admin fee / account holder | $19 | $5,264-99.6% | $4,511-99.6% | $10,132-99.8% |