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 | $13,881 | $172,111-91.9% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 13.93% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $359 | $4,636-92.3% | $4,154-91.4% | $4,156-91.4% |
| Participant deferral / active EE | $262 | $6,166-95.8% | $5,453-95.2% | $6,407-95.9% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-100.0% | $12,270-99.9% |