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 | $34,705 | $76,551-54.7% | $123,894-72.0% | $62,881-44.8% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $384 | $2,882-86.7% | $4,617-91.7% | $2,281-83.2% |
| Participant deferral / active EE | $2,197 | $4,840-54.6% | $5,984-63.3% | $3,203-31.4% |
| Admin fee / account holder | $70 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |