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 | $45,456 | $109,411-58.5% | $89,435-49.2% | $158,982-71.4% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.0%+22.5pp | 82.0%+8.5pp |
| Annual return | 18.80% | 345.68%-326.9pp | 245.55%-226.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,720 | $4,600-19.1% | $3,890-4.4% | $5,983-37.8% |
| Admin fee / account holder | $192 | $6,159-96.9% | $4,884-96.1% | $11,252-98.3% |