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 | $169,071 | $96,558+75.1% | $80,977+108.8% | $273,972-38.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.54% | 15.14%-9.6pp | 17.11%-11.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,882 | $4,869-40.8% | $3,715-22.4% | $4,869-40.8% |
| Participant deferral / active EE | $800 | $6,598-87.9% | $5,696-86.0% | $5,287-84.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |