Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,702 | $110,379-45.9% | $102,412-41.7% | $145,884-59.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.90% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $603 | $4,216-85.7% | $3,870-84.4% | $4,662-87.1% |
| Participant deferral / active EE | $853 | $5,622-84.8% | $5,060-83.1% | $6,690-87.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |