Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $114,869 | $755,339-84.8% | $379,746-69.8% | $158,966-27.7% |
| Participation rate | 72.2% | 81.8%-9.5pp | 78.4%-6.2pp | 82.0%-9.7pp |
| Annual return | 14.15% | 53.41%-39.3pp | 34.90%-20.7pp | 302.95%-288.8pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,648 | $7,938-79.2% | $6,024-72.7% | $5,983-72.5% |
| Admin fee / account holder | $14 | $14,482-99.9% | $7,927-99.8% | $11,250-99.9% |