Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,602 | $100,279-63.5% | $81,353-55.0% | $145,884-74.9% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.36% | 34.49%-20.1pp | 24.82%-10.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,045 | $4,611+74.5% | $3,885+107.1% | $6,690+20.3% |
| Admin fee / account holder | $52 | $8,206-99.4% | $5,766-99.1% | $13,392-99.6% |