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 | $30,316 | $212,386-85.7% | $199,883-84.8% | $138,895-78.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 24.76% | 47.75%-23.0pp | 43.81%-19.1pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,354 | $6,625-79.6% | $6,261-78.4% | $4,194-67.7% |
| Participant deferral / active EE | $6,952 | $9,617-27.7% | $9,138-23.9% | $6,396+8.7% |
| Admin fee / account holder | $47 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |