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 | $67,615 | $136,860-50.6% | $120,344-43.8% | $154,746-56.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.73% | 21.38%-1.6pp | 20.30%-0.6pp | 172.34%-152.6pp |
| Employer contribution / active EE | $394 | $3,533-88.9% | $3,020-87.0% | $4,379-91.0% |
| Participant deferral / active EE | $394 | $5,793-93.2% | $5,135-92.3% | $6,730-94.2% |
| Admin fee / account holder | $215 | $15,393-98.6% | $12,742-98.3% | $14,365-98.5% |