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 | $58,800 | $103,393-43.1% | $87,103-32.5% | $152,909-61.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 25.01% | 28.10%-3.1pp | 28.19%-3.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,124 | $4,778-13.7% | $4,049+1.9% | $5,851-29.5% |
| Admin fee / account holder | $254 | $12,195-97.9% | $7,491-96.6% | $11,601-97.8% |