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 | $31,577 | $160,040-80.3% | $147,096-78.5% | $145,877-78.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.83% | 98.49%-79.7pp | 419.75%-400.9pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,366 | $8,429+58.6% | $8,071+65.6% | $6,691+99.8% |
| Admin fee / account holder | $41 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |