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 | $198,194 | $209,405-5.4% | $178,486+11.0% | $158,931+24.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.78% | 188.77%-177.0pp | 151.08%-139.3pp | 302.86%-291.1pp |
| Employer contribution / active EE | $435 | $5,707-92.4% | $5,011-91.3% | $4,761-90.9% |
| Participant deferral / active EE | $657 | $5,954-89.0% | $5,202-87.4% | $5,982-89.0% |
| Admin fee / account holder | $7 | $17,076-100.0% | $13,985-99.9% | $11,247-99.9% |