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 | $28,668 | $185,312-84.5% | $161,489-82.2% | $154,746-81.5% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 23.61% | 103.84%-80.2pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $735 | $4,769-84.6% | $4,268-82.8% | $4,379-83.2% |
| Participant deferral / active EE | $3,882 | $6,350-38.9% | $5,630-31.1% | $6,730-42.3% |
| Admin fee / account holder | $145 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |