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 | $24,527 | $102,663-76.1% | $86,216-71.6% | $139,466-82.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.67% | 1924.52%-1902.9pp | 1169.42%-1147.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $789 | $3,035-74.0% | $2,382-66.9% | $4,754-83.4% |
| Participant deferral / active EE | $955 | $4,677-79.6% | $3,986-76.0% | $6,712-85.8% |
| Admin fee / account holder | $77 | $8,663-99.1% | $6,853-98.9% | $11,409-99.3% |