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 | $155,854 | $165,361-5.7% | $149,715+4.1% | $158,950-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.27% | 348.24%-338.0pp | 276.66%-266.4pp | 302.91%-292.6pp |
| Employer contribution / active EE | $2,288 | $5,103-55.2% | $4,645-50.7% | $4,762-52.0% |
| Participant deferral / active EE | $2,335 | $7,182-67.5% | $6,842-65.9% | $5,983-61.0% |
| Admin fee / account holder | $3 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |