Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,460 | $54,370+36.9% | $82,763-10.0% | $68,490+8.7% |
| Participation rate | 72.7% | 63.9%+8.8pp | 72.6%+0.2pp | 67.9%+4.8pp |
| Annual return | 8.07% | -13.67%+21.7pp | 702.45%-694.4pp | -7.85%+15.9pp |
| Employer contribution / active EE | $185 | $2,219-91.6% | $3,008-93.8% | $2,597-92.9% |
| Participant deferral / active EE | $274 | $3,247-91.6% | $4,395-93.8% | $4,028-93.2% |
| Admin fee / account holder | $174 | $4,398-96.0% | $5,325-96.7% | $5,403-96.8% |