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 | $24,611 | $183,516-86.6% | $155,534-84.2% | $145,884-83.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.46% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $941 | $5,315-82.3% | $4,675-79.9% | $4,662-79.8% |
| Participant deferral / active EE | $2,682 | $6,467-58.5% | $5,630-52.4% | $6,690-59.9% |
| Admin fee / account holder | $98 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |