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 | $39,208 | $138,114-71.6% | $125,391-68.7% | $134,545-70.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.91% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $774 | $5,246-85.2% | $4,816-83.9% | $4,742-83.7% |
| Participant deferral / active EE | $1,181 | $7,801-84.9% | $7,448-84.2% | $6,401-81.6% |
| Admin fee / account holder | $28 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |