Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,491 | $149,741-76.3% | $118,914-70.2% | $158,982-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.77% | 19.94%+2.8pp | 35.89%-13.1pp | 302.99%-280.2pp |
| Employer contribution / active EE | $10,939 | $4,119+165.6% | $3,264+235.1% | $4,763+129.7% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $198 | $8,607-97.7% | $6,582-97.0% | $11,252-98.2% |