Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $205,599 | $183,627+12.0% | $155,602+32.1% | $145,978+40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 54.25% | 61.32%-7.1pp | 64.81%-10.6pp | 550.52%-496.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,167 | $6,466+227.4% | $5,629+276.0% | $6,690+216.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |