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 | $30,995 | $185,312-83.3% | $161,489-80.8% | $154,746-80.0% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 20.24% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,919 | $6,350+9.0% | $5,630+22.9% | $6,730+2.8% |
| Admin fee / account holder | $48 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |