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 | $162,829 | $134,817+20.8% | $123,973+31.3% | $155,188+4.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.29% | 515.49%-507.2pp | 388.13%-379.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $398 | $4,425-91.0% | $4,126-90.4% | $4,248-90.6% |
| Participant deferral / active EE | $995 | $5,706-82.6% | $5,247-81.0% | $6,531-84.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |