Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,325 | $165,381-69.6% | $149,730-66.4% | $158,966-68.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.81% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $336 | $5,104-93.4% | $4,645-92.8% | $4,762-92.9% |
| Participant deferral / active EE | $11,931 | $7,182+66.1% | $6,843+74.4% | $5,983+99.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |