Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,163 | $167,533-72.4% | $151,645-69.6% | $134,545-65.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.47% | 7.81%-12.3pp | 3.34%-7.8pp | 418.37%-422.8pp |
| Employer contribution / active EE | $1,378 | $6,828-79.8% | $6,165-77.6% | $4,742-70.9% |
| Participant deferral / active EE | $867 | $8,985-90.4% | $8,363-89.6% | $6,401-86.5% |
| Admin fee / account holder | $291 | $13,781-97.9% | $11,614-97.5% | $11,431-97.5% |