Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,791 | $154,228-88.5% | $145,433-87.8% | $137,256-87.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 39.50% | 74.59%-35.1pp | 66.58%-27.1pp | 220.34%-180.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,990 | $8,216-14.9% | $7,897-11.5% | $6,407+9.1% |
| Admin fee / account holder | $157 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |