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 | $24,283 | $58,587-58.6% | $83,322-70.9% | $64,173-62.2% |
| Participation rate | 86.0% | 72.0%+14.0pp | 77.8%+8.2pp | 69.6%+16.4pp |
| Annual return | 51.28% | 9.65%+41.6pp | 10.64%+40.6pp | 7.63%+43.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,992 | $4,654+50.2% | $5,565+25.7% | $3,470+101.5% |
| Admin fee / account holder | $295 | $9,279-96.8% | $7,540-96.1% | $4,887-94.0% |