Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $202,739 | $161,352+25.7% | $134,172+51.1% | $137,256+47.7% |
| Participation rate | 70.0% | 78.3%-8.3pp | 72.5%-2.5pp | 80.0%-10.0pp |
| Annual return | 13.52% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,585 | $5,552-71.5% | $4,690-66.2% | $6,407-75.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |