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 | $20,109 | $81,331-75.3% | $155,534-87.1% | $80,935-75.2% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 39.49% | 33.37%+6.1pp | 64.92%-25.4pp | 35.66%+3.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,225 | $3,454+80.2% | $5,630+10.6% | $4,299+44.8% |
| Admin fee / account holder | $103 | $7,999-98.7% | $15,900-99.4% | $6,924-98.5% |