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 | $174,379-91.8% | $152,093-90.5% | $138,895-89.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.83% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $178 | $4,652-96.2% | $4,175-95.7% | $4,194-95.8% |
| Participant deferral / active EE | $939 | $6,159-84.8% | $5,451-82.8% | $6,396-85.3% |
| Admin fee / account holder | $240 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |