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 | $25,825 | $104,650-75.3% | $83,854-69.2% | $155,188-83.4% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 18.75% | 28.97%-10.2pp | 31.39%-12.6pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,577 | $2,367+51.1% | $2,035+75.8% | $6,531-45.2% |
| Admin fee / account holder | $26 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |