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 | $0 | $117,565-100.0% | $104,783-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 88.3%-88.3pp | 91.1%-91.1pp |
| Annual return | 9.28% | 3.86%+5.4pp | 4.82%+4.5pp | 5.95%+3.3pp |
| Employer contribution / active EE | $1,377 | $42,875-96.8% | $33,773-95.9% | $27,493-95.0% |
| Participant deferral / active EE | $806 | $1,254-35.8% | $1,165-30.8% | $6,572-87.7% |
| Admin fee / account holder | $0 | $1,853-100.0% | $1,648-100.0% | $18,209-100.0% |