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 | $49,445 | $115,225-57.1% | $100,712-50.9% | $138,895-64.4% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 12.90% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,843 | $4,699-60.8% | $4,085-54.9% | $6,396-71.2% |
| Admin fee / account holder | $149 | $10,844-98.6% | $9,256-98.4% | $12,562-98.8% |