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 | $62,445 | $67,602-7.6% | $82,312-24.1% | $70,126-11.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 20.12% | 21.57%-1.4pp | 25.88%-5.8pp | 73.15%-53.0pp |
| Employer contribution / active EE | $136 | $1,755-92.3% | $2,428-94.4% | $2,343-94.2% |
| Participant deferral / active EE | $3,217 | $2,987+7.7% | $3,706-13.2% | $3,332-3.4% |
| Admin fee / account holder | $286 | $4,512-93.7% | $5,608-94.9% | $4,645-93.8% |