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 | $193,823 | $149,741+29.4% | $118,914+63.0% | $158,982+21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.98% | 19.94%-10.0pp | 35.89%-25.9pp | 302.99%-293.0pp |
| Employer contribution / active EE | $388 | $4,119-90.6% | $3,264-88.1% | $4,763-91.9% |
| Participant deferral / active EE | $775 | $5,226-85.2% | $4,266-81.8% | $5,983-87.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |