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 | $58,638 | $165,361-64.5% | $149,715-60.8% | $158,950-63.1% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 28.25% | 348.24%-320.0pp | 276.66%-248.4pp | 302.91%-274.7pp |
| Employer contribution / active EE | $210 | $5,103-95.9% | $4,645-95.5% | $4,762-95.6% |
| Participant deferral / active EE | $8,950 | $7,182+24.6% | $6,842+30.8% | $5,983+49.6% |
| Admin fee / account holder | $261 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |