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 | $132,143 | $72,269+82.8% | $101,271+30.5% | $79,852+65.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 25.04% | 22.29%+2.7pp | 46.48%-21.4pp | 31.72%-6.7pp |
| Employer contribution / active EE | $15,564 | $2,692+478.2% | $3,660+325.2% | $2,471+529.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28 | $4,401-99.4% | $5,948-99.5% | $5,306-99.5% |