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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,239 | $129,737-60.5% | $119,126-57.0% | $154,746-66.9% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 12.43% | 379.08%-366.6pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $5,469 | $4,375+25.0% | $4,034+35.6% | $4,379+24.9% |
| Participant deferral / active EE | $86 | $5,842-98.5% | $5,318-98.4% | $6,730-98.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |