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 | $32,588 | $100,970-67.7% | $96,576-66.3% | $137,256-76.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 24.57% | 38.16%-13.6pp | 38.47%-13.9pp | 220.34%-195.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,169 | $8,286+10.7% | $7,956+15.2% | $6,407+43.1% |
| Admin fee / account holder | $53 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |