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 | $2,991 | $72,071-95.8% | $68,368-95.6% | $137,256-97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.86% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $220 | $2,788-92.1% | $2,649-91.7% | $4,156-94.7% |
| Participant deferral / active EE | $252 | $4,410-94.3% | $4,123-93.9% | $6,407-96.1% |
| Admin fee / account holder | $21 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |