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 | $73,302 | $181,896-59.7% | $156,551-53.2% | $273,972-73.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.82% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $32,672 | $6,248+422.9% | $5,501+493.9% | $4,869+571.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $232 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |