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 | $165,748 | $185,883-10.8% | $170,043-2.5% | $139,466+18.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 60.54%-46.8pp | 53.40%-39.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,146 | $7,596-84.9% | $6,790-83.1% | $4,754-75.9% |
| Participant deferral / active EE | $13,875 | $11,626+19.3% | $10,410+33.3% | $6,712+106.7% |
| Admin fee / account holder | $100 | $15,393-99.4% | $12,824-99.2% | $11,409-99.1% |