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 | $36,121 | $127,386-71.6% | $115,037-68.6% | $125,393-71.2% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | 1.57% | 31.28%-29.7pp | 26.14%-24.6pp | 282.23%-280.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,812 | $6,423-71.8% | $6,026-69.9% | $5,351-66.1% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |