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 | $234,663 | $176,120+33.2% | $159,487+47.1% | $167,553+40.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.89% | 331.95%-321.1pp | 263.71%-252.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $2,112 | $5,299-60.1% | $4,831-56.3% | $4,840-56.4% |
| Participant deferral / active EE | $2,396 | $7,752-69.1% | $7,354-67.4% | $6,343-62.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |