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 | $11,242 | $102,609-89.0% | $98,090-88.5% | $138,895-91.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 36.61% | 36.44%+0.2pp | 37.05%-0.4pp | 145.39%-108.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,981 | $8,167-2.3% | $7,845+1.7% | $6,396+24.8% |
| Admin fee / account holder | $40 | $11,434-99.7% | $11,815-99.7% | $12,562-99.7% |