Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,750 | $129,960-44.0% | $104,299-30.2% | $134,545-45.9% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.3pp | 81.2%+3.4pp |
| Annual return | 2.64% | 42.06%-39.4pp | 24.62%-22.0pp | 418.37%-415.7pp |
| Employer contribution / active EE | $318 | $4,186-92.4% | $3,373-90.6% | $4,742-93.3% |
| Participant deferral / active EE | $838 | $5,589-85.0% | $4,626-81.9% | $6,401-86.9% |
| Admin fee / account holder | $222 | $9,324-97.6% | $7,339-97.0% | $11,431-98.1% |