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 | $29,299 | $180,459-83.8% | $154,108-81.0% | $135,380-78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.50% | 888.21%-889.7pp | 735.21%-736.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $3,507 | $6,035-41.9% | $5,298-33.8% | $4,779-26.6% |
| Participant deferral / active EE | $1,765 | $5,806-69.6% | $5,081-65.3% | $5,609-68.5% |
| Admin fee / account holder | $157 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |