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 | $32,347 | $97,729-66.9% | $83,830-61.4% | $135,379-76.1% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | 8.34% | 1287.52%-1279.2pp | 850.97%-842.6pp | 519.79%-511.4pp |
| Employer contribution / active EE | $3,586 | $4,222-15.1% | $3,631-1.2% | $4,779-25.0% |
| Participant deferral / active EE | $200 | $4,683-95.7% | $4,082-95.1% | $5,609-96.4% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |