Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,536 | $217,432-82.3% | $185,851-79.3% | $167,553-77.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.13% | 148.43%-139.3pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $5,840 | $5,874-0.6% | $5,168+13.0% | $4,840+20.7% |
| Participant deferral / active EE | $1,876 | $6,357-70.5% | $5,569-66.3% | $6,343-70.4% |
| Admin fee / account holder | $187 | $19,820-99.1% | $16,245-98.8% | $12,316-98.5% |