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 | $54,733 | $223,823-75.5% | $211,142-74.1% | $154,746-64.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.27% | 50.39%-23.1pp | 46.84%-19.6pp | 172.34%-145.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $22,162 | $9,750+127.3% | $9,284+138.7% | $6,730+229.3% |
| Admin fee / account holder | $46 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |