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 | $29,121 | $107,666-73.0% | $102,184-71.5% | $154,746-81.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.13% | 29.33%-7.2pp | 31.58%-9.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,322 | $8,719+6.9% | $8,309+12.2% | $6,730+38.5% |
| Admin fee / account holder | $64 | $12,943-99.5% | $11,609-99.5% | $14,365-99.6% |