Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,184 | $127,273-62.9% | $109,895-57.1% | $167,518-71.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 12.45% | 22.97%-10.5pp | 29.46%-17.0pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $783 | $4,515-82.7% | $4,049-80.7% | $6,342-87.7% |
| Admin fee / account holder | $286 | $7,117-96.0% | $6,067-95.3% | $12,312-97.7% |