Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,141 | $181,062-90.5% | $158,223-89.2% | $155,188-89.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 25.13% | 57.39%-32.3pp | 52.09%-27.0pp | 148.84%-123.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,023 | $6,134-1.8% | $5,467+10.2% | $6,531-7.8% |
| Admin fee / account holder | $110 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |