Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,926 | $100,279-89.1% | $81,353-86.6% | $145,884-92.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 69.5%+23.3pp | 80.3%+12.6pp |
| Annual return | 14.55% | 34.49%-19.9pp | 24.82%-10.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,653 | $4,611-20.8% | $3,885-6.0% | $6,690-45.4% |
| Admin fee / account holder | $72 | $8,206-99.1% | $5,766-98.8% | $13,392-99.5% |