Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,374 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.83% | 69.37%-52.5pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $178 | $4,636-96.2% | $4,154-95.7% | $4,156-95.7% |
| Participant deferral / active EE | $939 | $6,166-84.8% | $5,453-82.8% | $6,407-85.4% |
| Admin fee / account holder | $240 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |