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 | $13,543 | $72,446-81.3% | $67,561-80.0% | $145,877-90.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 7211.98%-7198.3pp | 3525.44%-3511.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $119 | $3,072-96.1% | $2,735-95.6% | $4,663-97.4% |
| Participant deferral / active EE | $328 | $4,785-93.2% | $4,003-91.8% | $6,691-95.1% |
| Admin fee / account holder | $45 | $5,541-99.2% | $4,006-98.9% | $13,402-99.7% |