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 | $73,486 | $43,344+69.5% | $59,899+22.7% | $64,173+14.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.42% | -1.55%+3.0pp | 3.46%-2.0pp | 7.63%-6.2pp |
| Employer contribution / active EE | $10,208 | $2,030+402.9% | $2,723+274.9% | $2,381+328.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $163 | $3,008-94.6% | $3,592-95.5% | $4,887-96.7% |