Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,310 | $112,915-81.1% | $90,965-76.6% | $158,950-86.6% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 28.93% | 215.75%-186.8pp | 134.57%-105.6pp | 302.91%-274.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $202 | $4,128-95.1% | $3,373-94.0% | $5,983-96.6% |
| Admin fee / account holder | $249 | $8,044-96.9% | $5,960-95.8% | $11,248-97.8% |