Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,430 | $160,040-82.9% | $147,096-81.4% | $145,877-81.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.61% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,365 | $8,429+34.8% | $8,071+40.8% | $6,691+69.9% |
| Admin fee / account holder | $10 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |