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 | $129,772 | $211,946-38.8% | $169,452-23.4% | $135,380-4.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.05% | 3.26%-12.3pp | 1.83%-10.9pp | 519.81%-528.9pp |
| Employer contribution / active EE | $343 | $5,117-93.3% | $4,157-91.8% | $4,779-92.8% |
| Participant deferral / active EE | $7,419 | $6,075+22.1% | $5,277+40.6% | $5,609+32.3% |
| Admin fee / account holder | $165 | $11,472-98.6% | $9,110-98.2% | $10,828-98.5% |