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 | $21,776 | $78,027-72.1% | $178,528-87.8% | $80,925-73.1% |
| Participation rate | 97.5% | 65.7%+31.8pp | 77.1%+20.4pp | 67.7%+29.8pp |
| Annual return | 12.31% | 18.09%-5.8pp | 27.11%-14.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $391 | $2,281-82.9% | $3,950-90.1% | $2,756-85.8% |
| Participant deferral / active EE | $2,091 | $4,408-52.6% | $6,278-66.7% | $4,299-51.4% |
| Admin fee / account holder | $212 | $7,168-97.0% | $10,419-98.0% | $6,940-96.9% |