Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,261 | $169,361-92.8% | $129,397-90.5% | $145,877-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.08% | 14395.54%-14379.5pp | 9453.98%-9437.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $83 | $5,542-98.5% | $4,154-98.0% | $4,663-98.2% |
| Participant deferral / active EE | $104 | $4,987-97.9% | $4,167-97.5% | $6,691-98.4% |
| Admin fee / account holder | $49 | $9,903-99.5% | $7,679-99.4% | $13,402-99.6% |