Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,392 | $162,812-74.6% | $133,971-69.1% | $158,966-74.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.84% | 41.94%-19.1pp | 45.09%-22.3pp | 302.95%-280.1pp |
| Employer contribution / active EE | $197 | $4,976-96.0% | $3,919-95.0% | $4,762-95.9% |
| Participant deferral / active EE | $13,140 | $5,910+122.3% | $5,047+160.4% | $5,983+119.6% |
| Admin fee / account holder | $16 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |