Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,409 | $93,346-78.1% | $71,796-71.6% | $273,972-92.6% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 5.27% | 130.39%-125.1pp | 78.04%-72.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $81 | $2,733-97.1% | $1,924-95.8% | $4,869-98.3% |
| Participant deferral / active EE | $964 | $3,475-72.3% | $2,794-65.5% | $5,287-81.8% |
| Admin fee / account holder | $293 | $6,571-95.5% | $4,815-93.9% | $10,133-97.1% |