Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,485 | $208,088-89.7% | $186,193-88.5% | $154,746-86.1% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 11.47% | 89.97%-78.5pp | 78.03%-66.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $76 | $4,340-98.3% | $3,918-98.1% | $4,379-98.3% |
| Participant deferral / active EE | $2,058 | $7,078-70.9% | $6,513-68.4% | $6,730-69.4% |
| Admin fee / account holder | $43 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |