Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,928 | $69,541-68.5% | $59,899-63.4% | $135,380-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.31% | 7.95%+1.4pp | 3.46%+5.8pp | 519.81%-510.5pp |
| Employer contribution / active EE | $257 | $3,236-92.0% | $2,723-90.5% | $4,779-94.6% |
| Participant deferral / active EE | $3,388 | $4,206-19.4% | $3,402-0.4% | $5,609-39.6% |
| Admin fee / account holder | $276 | $5,737-95.2% | $3,592-92.3% | $10,828-97.4% |