Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $131,450 | $223,823-41.3% | $211,142-37.7% | $154,746-15.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.51% | 50.39%-29.9pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $468 | $6,787-93.1% | $6,442-92.7% | $4,379-89.3% |
| Participant deferral / active EE | $473 | $9,750-95.2% | $9,284-94.9% | $6,730-93.0% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |