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 | $36,035 | $157,276-77.1% | $141,177-74.5% | $152,885-76.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 24.37% | 64.33%-40.0pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $358 | $5,262-93.2% | $4,736-92.4% | $4,763-92.5% |
| Participant deferral / active EE | $3,933 | $7,110-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $231 | $12,123-98.1% | $10,263-97.7% | $11,598-98.0% |