Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,939 | $111,535-76.7% | $105,223-75.3% | $137,256-81.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.21% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,083 | $5,500+10.6% | $5,072+19.9% | $6,407-5.1% |
| Admin fee / account holder | $49 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |