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 | $34,522 | $105,145-67.2% | $94,664-63.5% | $139,466-75.2% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.6pp | 80.3%+15.1pp |
| Annual return | 18.70% | 38.09%-19.4pp | 156.84%-138.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,789 | $7,599-50.1% | $7,417-48.9% | $6,712-43.6% |
| Admin fee / account holder | $33 | $8,972-99.6% | $7,222-99.5% | $11,409-99.7% |