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 | $22,893 | $150,412-84.8% | $120,574-81.0% | $145,884-84.3% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 9.77% | 154.50%-144.7pp | 107.42%-97.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $751 | $4,355-82.7% | $3,471-78.4% | $4,662-83.9% |
| Participant deferral / active EE | $984 | $6,175-84.1% | $4,996-80.3% | $6,690-85.3% |
| Admin fee / account holder | $239 | $12,224-98.0% | $9,445-97.5% | $13,392-98.2% |