Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,175 | $138,076-50.6% | $123,553-44.8% | $135,380-49.6% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $683 | $5,152-86.8% | $4,628-85.3% | $4,779-85.7% |
| Participant deferral / active EE | $1,413 | $6,800-79.2% | $6,426-78.0% | $5,609-74.8% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |