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 | $22,530 | $185,312-87.8% | $161,489-86.0% | $154,746-85.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 15.71% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $844 | $4,769-82.3% | $4,268-80.2% | $4,379-80.7% |
| Participant deferral / active EE | $1,627 | $6,350-74.4% | $5,630-71.1% | $6,730-75.8% |
| Admin fee / account holder | $50 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |