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 | $32,972 | $202,345-83.7% | $172,755-80.9% | $152,885-78.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 24.38% | 1029.77%-1005.4pp | 802.94%-778.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,681 | $5,858-71.3% | $5,144-67.3% | $4,763-64.7% |
| Participant deferral / active EE | $1,900 | $5,948-68.1% | $5,198-63.4% | $5,851-67.5% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,598-99.8% |