Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,915 | $155,555-86.6% | $146,866-85.8% | $155,188-86.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 205.78% | 115.41%+90.4pp | 102.85%+102.9pp | 148.84%+56.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,627 | $8,044-54.9% | $7,759-53.3% | $6,531-44.5% |
| Admin fee / account holder | $27 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |