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 | $27,358 | $93,064-70.6% | $74,577-63.3% | $273,972-90.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 9.94% | 26.18%-16.2pp | 20.47%-10.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $51 | $3,160-98.4% | $2,525-98.0% | $4,869-99.0% |
| Participant deferral / active EE | $4,355 | $4,160+4.7% | $3,458+25.9% | $5,287-17.6% |
| Admin fee / account holder | $260 | $5,273-95.1% | $4,138-93.7% | $10,133-97.4% |