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 | $54,641 | $110,337-50.5% | $102,383-46.6% | $145,877-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $6,651 | $4,216+57.8% | $3,870+71.9% | $4,663+42.6% |
| Participant deferral / active EE | $903 | $5,621-83.9% | $5,060-82.1% | $6,691-86.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |