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 | $41,336 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.32% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,014 | $6,248-83.8% | $5,501-81.6% | $4,869-79.2% |
| Participant deferral / active EE | $2,462 | $5,550-55.6% | $4,871-49.5% | $5,287-53.4% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |