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 | $38,837 | $152,619-74.6% | $125,195-69.0% | $152,909-74.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 19.84% | 54.85%-35.0pp | 43.79%-24.0pp | 345.46%-325.6pp |
| Employer contribution / active EE | $414 | $4,947-91.6% | $3,866-89.3% | $4,764-91.3% |
| Participant deferral / active EE | $1,961 | $5,869-66.6% | $4,937-60.3% | $5,851-66.5% |
| Admin fee / account holder | $175 | $13,437-98.7% | $9,704-98.2% | $11,601-98.5% |