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 | $34,197 | $165,399-79.3% | $149,745-77.2% | $158,982-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.03% | 348.34%-336.3pp | 276.72%-264.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $546 | $5,105-89.3% | $4,646-88.2% | $4,763-88.5% |
| Participant deferral / active EE | $800 | $7,183-88.9% | $6,843-88.3% | $5,983-86.6% |
| Admin fee / account holder | $26 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |