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 | $106,668 | $198,457-46.3% | $170,435-37.4% | $147,586-27.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 21.69% | 257.30%-235.6pp | 205.94%-184.3pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,305 | $6,183-78.9% | $5,432-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $1,466 | $5,629-74.0% | $4,939-70.3% | $5,439-73.0% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |