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 | $132,671 | $103,000+28.8% | $90,300+46.9% | $152,885-13.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.45% | 95.19%-73.7pp | 78.11%-56.7pp | 345.39%-323.9pp |
| Employer contribution / active EE | $5,812 | $3,138+85.2% | $2,854+103.6% | $4,763+22.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84 | $6,173-98.6% | $5,353-98.4% | $11,598-99.3% |