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 | $133,368 | $153,311-13.0% | $109,313+22.0% | $273,972-51.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.34% | 29.86%-26.5pp | 22.07%-18.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $32,414 | $5,619+476.8% | $3,892+732.8% | $4,869+565.7% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $92 | $8,076-98.9% | $5,666-98.4% | $10,133-99.1% |