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 | $162,223 | $227,291-28.6% | $214,702-24.4% | $155,188+4.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.39% | 60.08%-45.7pp | 54.55%-40.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,424 | $6,772-64.2% | $6,461-62.5% | $4,248-42.9% |
| Participant deferral / active EE | $786 | $9,582-91.8% | $9,147-91.4% | $6,531-88.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |