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 | $215,425 | $160,028+34.6% | $147,080+46.5% | $145,884+47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $942 | $5,286-82.2% | $4,933-80.9% | $4,662-79.8% |
| Participant deferral / active EE | $1,105 | $8,422-86.9% | $8,066-86.3% | $6,690-83.5% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |