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 | $59,865 | $165,381-63.8% | $149,730-60.0% | $158,966-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.49% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $3,289 | $5,104-35.6% | $4,645-29.2% | $4,762-30.9% |
| Participant deferral / active EE | $656 | $7,182-90.9% | $6,843-90.4% | $5,983-89.0% |
| Admin fee / account holder | $241 | $10,809-97.8% | $9,310-97.4% | $11,250-97.9% |