Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,174 | $99,380-92.8% | $90,312-92.1% | $155,188-95.4% |
| Participation rate | 75.0% | 77.3%-2.3pp | 72.9%+2.1pp | 80.8%-5.8pp |
| Annual return | 25.35% | 19.35%+6.0pp | 18.90%+6.4pp | 148.84%-123.5pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,541 | $4,212+31.6% | $3,749+47.8% | $6,531-15.2% |
| Admin fee / account holder | $11 | $9,766-99.9% | $8,248-99.9% | $14,480-99.9% |