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 | $85,300 | $159,934-46.7% | $147,005-42.0% | $145,959-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $996 | $5,287-81.2% | $4,934-79.8% | $4,661-78.6% |
| Participant deferral / active EE | $393 | $8,427-95.3% | $8,070-95.1% | $6,689-94.1% |
| Admin fee / account holder | $229 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |