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 | $33,928 | $101,795-66.7% | $165,100-79.5% | $80,959-58.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.83% | 16.73%-3.9pp | 70.21%-57.4pp | 35.67%-22.8pp |
| Employer contribution / active EE | $769 | $2,954-74.0% | $4,348-82.3% | $2,757-72.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $178 | $8,221-97.8% | $12,696-98.6% | $6,925-97.4% |