Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,663 | $80,985-16.4% | $96,576-29.9% | $75,181-10.0% |
| Participation rate | 70.3% | 71.8%-1.5pp | 76.0%-5.7pp | 67.2%+3.1pp |
| Annual return | 18.25% | 27.05%-8.8pp | 25.87%-7.6pp | 160.69%-142.4pp |
| Employer contribution / active EE | $593 | $2,282-74.0% | $2,965-80.0% | $2,671-77.8% |
| Participant deferral / active EE | $3,047 | $3,929-22.4% | $4,851-37.2% | $4,126-26.1% |
| Admin fee / account holder | $243 | $6,719-96.4% | $8,253-97.1% | $5,650-95.7% |