Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,419 | $162,136-49.2% | $152,301-45.9% | $154,746-46.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.13% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $384 | $4,890-92.2% | $4,624-91.7% | $4,379-91.2% |
| Participant deferral / active EE | $384 | $8,341-95.4% | $8,004-95.2% | $6,730-94.3% |
| Admin fee / account holder | $156 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |