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 | $0 | $153,774-100.0% | $133,979-100.0% | $273,970-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 9.21% | 36.51%-27.3pp | 29.30%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $684 | $6,029-88.7% | $5,211-86.9% | $4,869-85.9% |
| Participant deferral / active EE | $1,157 | $6,958-83.4% | $6,282-81.6% | $5,287-78.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |