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 | $13,210 | $126,113-89.5% | $116,096-88.6% | $155,188-91.5% |
| Participation rate | 83.3% | 75.1%+8.2pp | 73.3%+10.0pp | 80.8%+2.5pp |
| Annual return | 16.86% | 391.72%-374.9pp | 326.25%-309.4pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,477 | $4,162-64.5% | $3,952-62.6% | $6,531-77.4% |
| Admin fee / account holder | $38 | $8,045-99.5% | $7,704-99.5% | $14,480-99.7% |