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 | $30,351 | $149,754-79.7% | $118,934-74.5% | $158,931-80.9% |
| Participation rate | 95.8% | 82.1%+13.7pp | 75.4%+20.4pp | 82.0%+13.9pp |
| Annual return | 30.69% | 19.95%+10.7pp | 35.88%-5.2pp | 302.86%-272.2pp |
| Employer contribution / active EE | $0 | $4,116-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,604 | $5,224+122.1% | $4,265+172.0% | $5,982+94.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |