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 | $44,010 | $43,344+1.5% | $59,899-26.5% | $64,173-31.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.49% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $245 | $2,030-87.9% | $2,723-91.0% | $2,381-89.7% |
| Participant deferral / active EE | $1,721 | $2,547-32.5% | $3,402-49.4% | $3,470-50.4% |
| Admin fee / account holder | $263 | $3,008-91.2% | $3,592-92.7% | $4,887-94.6% |