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 | $165,529 | $167,522-1.2% | $151,639+9.2% | $134,532+23.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.20% | 7.81%-21.0pp | 3.34%-16.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,270 | $6,828-81.4% | $6,165-79.4% | $4,741-73.2% |
| Participant deferral / active EE | $2,740 | $8,986-69.5% | $8,363-67.2% | $6,401-57.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |