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 | $218,133 | $183,627+18.8% | $155,602+40.2% | $145,978+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.91% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,058 | $5,316-80.1% | $4,675-77.4% | $4,662-77.3% |
| Participant deferral / active EE | $790 | $6,466-87.8% | $5,629-86.0% | $6,690-88.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |