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 | $42,793 | $99,345-56.9% | $84,753-49.5% | $273,972-84.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.55% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $54 | $4,214-98.7% | $3,574-98.5% | $4,869-98.9% |
| Participant deferral / active EE | $1,815 | $4,270-57.5% | $3,712-51.1% | $5,287-65.7% |
| Admin fee / account holder | $213 | $6,645-96.8% | $5,333-96.0% | $10,133-97.9% |