Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,301 | $88,815-73.8% | $81,882-71.5% | $145,897-84.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.91% | 1033.75%-1015.8pp | 779.47%-761.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,933 | $4,647+6.1% | $4,323+14.1% | $6,689-26.3% |
| Admin fee / account holder | $219 | $8,434-97.4% | $7,360-97.0% | $13,390-98.4% |