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 | $19,071 | $99,345-80.8% | $84,753-77.5% | $273,972-93.0% |
| Participation rate | 79.2% | 80.7%-1.5pp | 76.6%+2.6pp | 83.0%-3.8pp |
| Annual return | 4.70% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $542 | $4,214-87.1% | $3,574-84.8% | $4,869-88.9% |
| Participant deferral / active EE | $2,167 | $4,270-49.3% | $3,712-41.6% | $5,287-59.0% |
| Admin fee / account holder | $71 | $6,645-98.9% | $5,333-98.7% | $10,133-99.3% |