Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,816 | $201,344-56.4% | $184,243-52.3% | $145,877-39.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.90% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,979 | $9,807+62.9% | $9,132+75.0% | $6,691+138.8% |
| Admin fee / account holder | $241 | $16,382-98.5% | $13,914-98.3% | $13,402-98.2% |