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 | $58,849 | $150,447-60.9% | $136,298-56.8% | $147,586-60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.91% | 1049.15%-1023.2pp | 5156.27%-5130.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $786 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $1,043 | $6,631-84.3% | $6,247-83.3% | $5,439-80.8% |
| Admin fee / account holder | $37 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |