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 | $35,057 | $99,345-64.7% | $84,753-58.6% | $273,972-87.2% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 6.25% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $80 | $4,214-98.1% | $3,574-97.8% | $4,869-98.4% |
| Participant deferral / active EE | $2,558 | $4,270-40.1% | $3,712-31.1% | $5,287-51.6% |
| Admin fee / account holder | $117 | $6,645-98.2% | $5,333-97.8% | $10,133-98.8% |