Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,560 | $97,289-44.9% | $92,805-42.3% | $155,188-65.5% |
| Participation rate | 77.8% | 84.2%-6.4pp | 83.5%-5.7pp | 80.8%-3.0pp |
| Annual return | 24.84% | 29.03%-4.2pp | 31.59%-6.7pp | 148.84%-124.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,721 | $8,795+56.0% | $8,448+62.4% | $6,531+110.1% |
| Admin fee / account holder | $6 | $12,015-100.0% | $10,911-99.9% | $14,480-100.0% |