Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,961 | $183,516-51.5% | $155,534-42.8% | $145,884-39.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.14% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $587 | $5,315-88.9% | $4,675-87.4% | $4,662-87.4% |
| Participant deferral / active EE | $11,156 | $6,467+72.5% | $5,630+98.1% | $6,690+66.8% |
| Admin fee / account holder | $175 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |