Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,025 | $108,912-31.1% | $100,383-25.3% | $145,959-48.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 57.96%-46.1pp | 49.26%-37.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $16,057 | $4,423+263.1% | $3,944+307.2% | $4,661+244.5% |
| Participant deferral / active EE | $1,179 | $8,451-86.0% | $8,086-85.4% | $6,689-82.4% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,900-99.7% | $13,398-99.9% |