Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,159 | $175,231-77.1% | $149,696-73.2% | $139,466-71.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.41% | 166.77%-151.4pp | 134.46%-119.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $998 | $5,478-81.8% | $4,821-79.3% | $4,754-79.0% |
| Participant deferral / active EE | $3,016 | $6,521-53.7% | $5,682-46.9% | $6,712-55.1% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |