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 | $24,289 | $160,040-84.8% | $147,096-83.5% | $145,877-83.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 30.28% | 98.49%-68.2pp | 419.75%-389.5pp | 551.28%-521.0pp |
| Employer contribution / active EE | $1,012 | $5,289-80.9% | $4,936-79.5% | $4,663-78.3% |
| Participant deferral / active EE | $1,888 | $8,429-77.6% | $8,071-76.6% | $6,691-71.8% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |