Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $199,109-100.0% | $173,730-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 20.23% | 20.02%+0.2pp | 19.96%+0.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,043 | $5,311-80.4% | $4,577-77.2% | $4,379-76.2% |
| Participant deferral / active EE | $1,654 | $7,113-76.7% | $6,326-73.9% | $6,730-75.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |