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 | $218,283 | $98,766+121.0% | $149,730+45.8% | $79,852+173.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.70%-259.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,685 | $5,681+88.1% | $6,843+56.1% | $3,740+185.7% |
| Admin fee / account holder | $17 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |