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 | $31,209 | $99,921-68.8% | $85,009-63.3% | $145,959-78.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 9.15% | 83.89%-74.7pp | 66.47%-57.3pp | 561.95%-552.8pp |
| Employer contribution / active EE | $317 | $3,233-90.2% | $2,728-88.4% | $4,661-93.2% |
| Participant deferral / active EE | $4,357 | $5,293-17.7% | $4,522-3.6% | $6,689-34.9% |
| Admin fee / account holder | $28 | $7,252-99.6% | $6,153-99.5% | $13,398-99.8% |