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 | $121,768 | $131,835-7.6% | $108,582+12.1% | $273,972-55.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 5.77% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $838 | $4,913-83.0% | $3,758-77.7% | $4,869-82.8% |
| Participant deferral / active EE | $125 | $5,127-97.6% | $4,311-97.1% | $5,287-97.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |