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 | $83,536 | $157,296-46.9% | $141,191-40.8% | $152,897-45.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 22.58% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,883 | $5,262-26.2% | $4,736-18.0% | $4,764-18.5% |
| Participant deferral / active EE | $1,200 | $7,111-83.1% | $6,710-82.1% | $5,851-79.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |