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 | $50,336 | $56,287-10.6% | $80,977-37.8% | $62,881-20.0% |
| Participation rate | 85.2% | 68.9%+16.2pp | 75.8%+9.4pp | 69.3%+15.9pp |
| Annual return | 6.09% | 22.13%-16.0pp | 17.11%-11.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $39 | $1,943-98.0% | $3,715-99.0% | $2,281-98.3% |
| Participant deferral / active EE | $431 | $4,196-89.7% | $5,696-92.4% | $3,203-86.5% |
| Admin fee / account holder | $167 | $3,742-95.5% | $5,517-97.0% | $4,296-96.1% |