Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,760 | $110,410-84.8% | $102,437-83.6% | $145,897-88.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.51% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $655 | $4,217-84.5% | $3,871-83.1% | $4,663-85.9% |
| Participant deferral / active EE | $1,388 | $5,622-75.3% | $5,060-72.6% | $6,689-79.3% |
| Admin fee / account holder | $15 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |