Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,435 | $155,555-74.0% | $146,866-72.5% | $155,188-73.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 88.12% | 115.41%-27.3pp | 102.85%-14.7pp | 148.84%-60.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,306 | $8,044-9.2% | $7,759-5.8% | $6,531+11.9% |
| Admin fee / account holder | $65 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |