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 | $34,357 | $98,760-65.2% | $149,715-77.1% | $79,858-57.0% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 14.87% | 27.43%-12.6pp | 276.66%-261.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,307 | $5,681-59.4% | $6,842-66.3% | $3,740-38.3% |
| Admin fee / account holder | $150 | $6,053-97.5% | $9,310-98.4% | $5,306-97.2% |