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 | $72,802 | $88,707-17.9% | $74,184-1.9% | $273,972-73.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 5.63% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,687 | $4,212-60.0% | $3,550-52.5% | $5,287-68.1% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |