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 | $156,430 | $157,829-0.9% | $136,867+14.3% | $198,609-21.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.18% | 51.25%-41.1pp | 42.97%-32.8pp | 202.70%-192.5pp |
| Employer contribution / active EE | $12,335 | $3,923+214.5% | $3,547+247.8% | $5,055+144.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $110 | $11,107-99.0% | $10,340-98.9% | $19,030-99.4% |