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 | $27,624 | $115,911-76.2% | $100,530-72.5% | $158,950-82.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 24.89% | 34.80%-9.9pp | 30.89%-6.0pp | 302.91%-278.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,308 | $6,676-5.5% | $6,271+0.6% | $5,983+5.4% |
| Admin fee / account holder | $134 | $10,999-98.8% | $8,083-98.3% | $11,248-98.8% |