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 | $60,287 | $162,136-62.8% | $152,301-60.4% | $154,746-61.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 25.08% | 91.02%-65.9pp | 80.50%-55.4pp | 172.34%-147.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,110 | $8,341+81.2% | $8,004+88.8% | $6,730+124.5% |
| Admin fee / account holder | $250 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |