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 | $37,210 | $96,965-61.6% | $97,995-62.0% | $147,586-74.8% |
| Participation rate | 92.9% | 83.6%+9.2pp | 82.4%+10.5pp | 82.8%+10.0pp |
| Annual return | 15.30% | 24.11%-8.8pp | 23.94%-8.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,072 | $5,081-19.9% | $5,097-20.1% | $5,439-25.1% |
| Admin fee / account holder | $247 | $8,120-97.0% | $5,943-95.8% | $10,886-97.7% |