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 | $206,973 | $165,351+25.2% | $149,710+38.2% | $158,931+30.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.92% | 348.19%-333.3pp | 276.63%-261.7pp | 302.86%-287.9pp |
| Employer contribution / active EE | $1,524 | $5,103-70.1% | $4,645-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $2,188 | $7,181-69.5% | $6,842-68.0% | $5,982-63.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |