Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,093 | $116,190-75.8% | $93,614-70.0% | $152,885-81.6% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 9.39% | 35.96%-26.6pp | 32.76%-23.4pp | 345.39%-336.0pp |
| Employer contribution / active EE | $238 | $3,219-92.6% | $2,718-91.3% | $4,763-95.0% |
| Participant deferral / active EE | $1,478 | $4,604-67.9% | $4,069-63.7% | $5,851-74.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |