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 | $98,121 | $97,289+0.9% | $92,805+5.7% | $155,188-36.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.44% | 29.03%-10.6pp | 31.59%-13.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,700 | $8,795-12.5% | $8,448-8.8% | $6,531+17.9% |
| Admin fee / account holder | $212 | $12,015-98.2% | $10,911-98.1% | $14,480-98.5% |