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 | $158,963 | $112,915+40.8% | $90,965+74.8% | $158,9500% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.61% | 215.75%-193.1pp | 134.57%-112.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $75 | $2,894-97.4% | $2,122-96.5% | $4,762-98.4% |
| Participant deferral / active EE | $75 | $4,128-98.2% | $3,373-97.8% | $5,983-98.7% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |