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 | $18,497 | $102,245-81.9% | $89,340-79.3% | $137,256-86.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 19.07% | 21.89%-2.8pp | 20.57%-1.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,982 | $4,436+79.9% | $3,823+108.8% | $6,407+24.6% |
| Admin fee / account holder | $47 | $8,085-99.4% | $6,704-99.3% | $12,270-99.6% |