Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,928 | $196,972-81.8% | $182,262-80.3% | $198,609-81.9% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 16.76% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,127 | $5,364-79.0% | $5,046-77.7% | $5,055-77.7% |
| Participant deferral / active EE | $4,094 | $8,643-52.6% | $8,276-50.5% | $6,977-41.3% |
| Admin fee / account holder | $85 | $18,429-99.5% | $16,712-99.5% | $19,030-99.6% |