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 | $53,309 | $148,582-64.1% | $135,942-60.8% | $139,456-61.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $967 | $5,245-81.6% | $4,858-80.1% | $4,753-79.6% |
| Participant deferral / active EE | $3,662 | $8,101-54.8% | $7,759-52.8% | $6,711-45.4% |
| Admin fee / account holder | $16 | $12,402-99.9% | $10,764-99.8% | $11,407-99.9% |