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 | $28,740 | $217,392-86.8% | $185,818-84.5% | $167,497-82.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.51% | 148.37%-135.9pp | 122.06%-109.6pp | 478.62%-466.1pp |
| Employer contribution / active EE | $3,219 | $5,873-45.2% | $5,168-37.7% | $4,838-33.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $273 | $19,813-98.6% | $16,239-98.3% | $12,310-97.8% |