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 | $27,245 | $165,361-83.5% | $149,715-81.8% | $158,950-82.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.00% | 348.24%-324.2pp | 276.66%-252.7pp | 302.91%-278.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,071 | $7,182+123.8% | $6,842+134.9% | $5,983+168.6% |
| Admin fee / account holder | $6 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |