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 | $125,054 | $152,592-18.0% | $125,180-0.1% | $152,885-18.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.91% | 54.84%-32.9pp | 43.79%-21.9pp | 345.39%-323.5pp |
| Employer contribution / active EE | $6,667 | $4,947+34.8% | $3,866+72.5% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |