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 | $35,624 | $90,486-60.6% | $78,676-54.7% | $273,972-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 35.89% | 75.62%-39.7pp | 62.19%-26.3pp | 41.46%-5.6pp |
| Employer contribution / active EE | $2,636 | $3,175-17.0% | $2,850-7.5% | $4,869-45.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |