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 | $37,590 | $165,399-77.3% | $149,745-74.9% | $158,982-76.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 26.53% | 348.34%-321.8pp | 276.72%-250.2pp | 302.99%-276.5pp |
| Employer contribution / active EE | $138 | $5,105-97.3% | $4,646-97.0% | $4,763-97.1% |
| Participant deferral / active EE | $550 | $7,183-92.3% | $6,843-92.0% | $5,983-90.8% |
| Admin fee / account holder | $43 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |