Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,283 | $167,353-80.1% | $143,797-76.9% | $134,545-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.49% | 0.48%-1.0pp | -0.04%-0.4pp | 418.37%-418.9pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,742-78.9% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.7% |
| Admin fee / account holder | $5 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |