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 | $22,131 | $103,393-78.6% | $87,103-74.6% | $152,909-85.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $263 | $4,778-94.5% | $4,049-93.5% | $5,851-95.5% |
| Admin fee / account holder | $93 | $12,195-99.2% | $7,491-98.8% | $11,601-99.2% |