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 | $30,580 | $100,262-69.5% | $81,370-62.4% | $145,897-79.0% |
| Participation rate | 76.9% | 74.3%+2.6pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 15.76% | 34.52%-18.8pp | 24.85%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,094 | $4,612+97.2% | $3,885+134.1% | $6,689+35.9% |
| Admin fee / account holder | $42 | $8,163-99.5% | $5,749-99.3% | $13,390-99.7% |