Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,414 | $175,259-66.1% | $149,723-60.3% | $139,487-57.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.63% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,116 | $6,522+39.8% | $5,682+60.4% | $6,713+35.8% |
| Admin fee / account holder | $78 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |