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 | $23,056 | $55,457-58.4% | $77,361-70.2% | $94,015-75.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 23.35% | 15.57%+7.8pp | 1011.54%-988.2pp | 17.84%+5.5pp |
| Employer contribution / active EE | $245 | $2,255-89.1% | $2,990-91.8% | $2,790-91.2% |
| Participant deferral / active EE | $1,050 | $3,069-65.8% | $3,911-73.1% | $4,249-75.3% |
| Admin fee / account holder | $235 | $4,334-94.6% | $5,894-96.0% | $8,951-97.4% |