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 | $85,868 | $100,811-14.8% | $86,698-1.0% | $134,545-36.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -1.36% | 29.11%-30.5pp | 35.96%-37.3pp | 418.37%-419.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,205 | $5,339-77.4% | $4,656-74.1% | $6,401-81.2% |
| Admin fee / account holder | $19 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |