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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,132 | $127,387-37.1% | $115,038-30.3% | $125,389-36.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.16% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $450 | $5,166-91.3% | $4,608-90.2% | $4,866-90.8% |
| Participant deferral / active EE | $450 | $6,423-93.0% | $6,026-92.5% | $5,352-91.6% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |