Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $0 | $212,777-100.0% | $173,703-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 8.39% | 18.82%-10.4pp | 17.46%-9.1pp | 202.70%-194.3pp |
| Employer contribution / active EE | $1,158 | $5,214-77.8% | $4,288-73.0% | $5,055-77.1% |
| Participant deferral / active EE | $761 | $5,697-86.6% | $4,854-84.3% | $6,977-89.1% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |