Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $92,467 | $167,533-44.8% | $151,645-39.0% | $134,545-31.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -9.16% | 7.81%-17.0pp | 3.34%-12.5pp | 418.37%-427.5pp |
| Employer contribution / active EE | $167 | $6,828-97.6% | $6,165-97.3% | $4,742-96.5% |
| Participant deferral / active EE | $985 | $8,985-89.0% | $8,363-88.2% | $6,401-84.6% |
| Admin fee / account holder | $4 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |