Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,277 | $181,062-80.5% | $158,223-77.7% | $155,188-77.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.39% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $708 | $4,565-84.5% | $4,109-82.8% | $4,248-83.3% |
| Participant deferral / active EE | $1,273 | $6,134-79.3% | $5,467-76.7% | $6,531-80.5% |
| Admin fee / account holder | $89 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |