Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,104 | $125,778-53.0% | $114,563-48.4% | $154,746-61.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 21.33% | 295.14%-273.8pp | 241.09%-219.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $142 | $2,806-94.9% | $2,592-94.5% | $4,379-96.8% |
| Participant deferral / active EE | $11,387 | $4,445+156.2% | $4,142+174.9% | $6,730+69.2% |
| Admin fee / account holder | $73 | $8,190-99.1% | $7,623-99.0% | $14,365-99.5% |