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 | $67,416 | $71,878-6.2% | $86,698-22.2% | $68,486-1.6% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.43% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $363 | $2,173-83.3% | $2,837-87.2% | $2,597-86.0% |
| Participant deferral / active EE | $1,503 | $3,779-60.2% | $4,656-67.7% | $4,028-62.7% |
| Admin fee / account holder | $108 | $6,113-98.2% | $7,493-98.6% | $5,404-98.0% |