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 | $21,060 | $78,197-73.1% | $98,090-78.5% | $82,637-74.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 81.5%+4.2pp | 68.1%+17.7pp |
| Annual return | 34.80% | 40.25%-5.4pp | 37.05%-2.2pp | 53.51%-18.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,594 | $6,636-0.6% | $7,845-15.9% | $4,126+59.8% |
| Admin fee / account holder | $272 | $14,832-98.2% | $11,815-97.7% | $7,339-96.3% |