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 | $98,578 | $180,749-45.5% | $160,784-38.7% | $137,256-28.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.01% | 2234.46%-2221.5pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $943 | $4,155-77.3% | $3,733-74.7% | $4,156-77.3% |
| Participant deferral / active EE | $1,056 | $6,844-84.6% | $6,293-83.2% | $6,407-83.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |