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 | $23,169 | $157,296-85.3% | $141,191-83.6% | $152,897-84.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 21.11% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $645 | $5,262-87.7% | $4,736-86.4% | $4,764-86.5% |
| Participant deferral / active EE | $6,279 | $7,111-11.7% | $6,710-6.4% | $5,851+7.3% |
| Admin fee / account holder | $297 | $12,125-97.6% | $10,264-97.1% | $11,599-97.4% |