Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $150,205 | $181,896-17.4% | $156,551-4.1% | $273,972-45.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.28% | 30.74%-20.5pp | 32.23%-21.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $25,000 | $5,550+350.4% | $4,871+413.2% | $5,287+372.8% |
| Admin fee / account holder | $24 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |