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 | $14,691 | $112,729-87.0% | $98,716-85.1% | $137,256-89.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.87% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,493 | $4,640-67.8% | $4,048-63.1% | $6,407-76.7% |
| Admin fee / account holder | $92 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |