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 | $92,734 | $155,555-40.4% | $146,866-36.9% | $155,188-40.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 21.70% | 115.41%-93.7pp | 102.85%-81.2pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,281 | $8,044+65.1% | $7,759+71.2% | $6,531+103.4% |
| Admin fee / account holder | $95 | $14,755-99.4% | $13,620-99.3% | $14,480-99.3% |