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 | $39,062 | $136,860-71.5% | $120,344-67.5% | $154,746-74.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.77% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $328 | $3,533-90.7% | $3,020-89.2% | $4,379-92.5% |
| Participant deferral / active EE | $1,285 | $5,793-77.8% | $5,135-75.0% | $6,730-80.9% |
| Admin fee / account holder | $181 | $15,393-98.8% | $12,742-98.6% | $14,365-98.7% |