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 | $16,809 | $156,398-89.3% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 35.54% | 78.75%-43.2pp | 70.43%-34.9pp | 145.39%-109.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,956 | $8,237+8.7% | $7,906+13.3% | $6,396+40.0% |
| Admin fee / account holder | $38 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |