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 | $63,626 | $115,780-45.0% | $101,255-37.2% | $158,931-60.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.41% | 56.14%-40.7pp | 46.48%-31.1pp | 302.86%-287.4pp |
| Employer contribution / active EE | $215 | $4,175-94.9% | $3,660-94.1% | $4,761-95.5% |
| Participant deferral / active EE | $2,184 | $4,958-55.9% | $4,370-50.0% | $5,982-63.5% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |