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 | $121,051 | $84,684+42.9% | $73,835+63.9% | $125,388-3.5% |
| Participation rate | 93.8% | 76.8%+17.0pp | 73.4%+20.3pp | 83.2%+10.6pp |
| Annual return | 0.82% | 3123.93%-3123.1pp | 2268.13%-2267.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15 | $5,691-99.7% | $4,880-99.7% | $9,541-99.8% |