Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,674 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.16% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $440 | $5,170-91.5% | $4,617-90.5% | $4,869-91.0% |
| Participant deferral / active EE | $440 | $6,343-93.1% | $5,984-92.6% | $5,287-91.7% |
| Admin fee / account holder | $125 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |