Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,896 | $183,592-78.3% | $155,574-74.4% | $145,877-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $968 | $5,317-81.8% | $4,676-79.3% | $4,663-79.2% |
| Participant deferral / active EE | $5,060 | $6,466-21.7% | $5,629-10.1% | $6,691-24.4% |
| Admin fee / account holder | $291 | $19,316-98.5% | $15,914-98.2% | $13,402-97.8% |