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 | $109,045 | $180,459-39.6% | $154,108-29.2% | $135,380-19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.50% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $774 | $6,035-87.2% | $5,298-85.4% | $4,779-83.8% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |