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 | $130,250 | $141,004-7.6% | $112,273+16.0% | $139,466-6.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.24% | 32.75%-20.5pp | 30.23%-18.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $14,286 | $4,285+233.4% | $3,431+316.3% | $4,754+200.5% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $38 | $9,959-99.6% | $7,752-99.5% | $11,409-99.7% |