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 | $6,734 | $88,778-92.4% | $81,844-91.8% | $145,884-95.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.69% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $273 | $3,087-91.2% | $2,916-90.7% | $4,662-94.2% |
| Participant deferral / active EE | $784 | $4,648-83.1% | $4,323-81.9% | $6,690-88.3% |
| Admin fee / account holder | $69 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |