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 | $29,648 | $150,447-80.3% | $136,298-78.2% | $147,586-79.9% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 11.77% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,619 | $5,256-69.2% | $4,696-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $35 | $6,631-99.5% | $6,247-99.4% | $5,439-99.4% |
| Admin fee / account holder | $78 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |