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 | $138,965 | $202,342-31.3% | $172,753-19.6% | $152,909-9.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.47% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-327.0pp |
| Employer contribution / active EE | $371 | $5,857-93.7% | $5,144-92.8% | $4,764-92.2% |
| Participant deferral / active EE | $417 | $5,948-93.0% | $5,198-92.0% | $5,851-92.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |