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 | $22,066 | $174,018-87.3% | $136,833-83.9% | $198,609-88.9% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.0%+21.0pp | 82.4%-2.4pp |
| Annual return | 4.03% | 35.16%-31.1pp | 35.32%-31.3pp | 202.70%-198.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $572 | $2,873-80.1% | $2,441-76.6% | $6,977-91.8% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |