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 | $79,752 | $88,754-10.1% | $81,820-2.5% | $145,877-45.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.63% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,320 | $3,085+7.6% | $2,915+13.9% | $4,663-28.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $42 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |