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 | $68,396 | $93,345-26.7% | $119,126-42.6% | $87,485-21.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.11% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $6,169 | $3,172+94.5% | $4,034+52.9% | $2,596+137.6% |
| Participant deferral / active EE | $388 | $4,099-90.5% | $5,318-92.7% | $4,274-90.9% |
| Admin fee / account holder | $227 | $8,039-97.2% | $10,693-97.9% | $7,775-97.1% |