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 | $64,736 | $175,231-63.1% | $149,696-56.8% | $139,466-53.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.16% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $2,790 | $5,478-49.1% | $4,821-42.1% | $4,754-41.3% |
| Participant deferral / active EE | $807 | $6,521-87.6% | $5,682-85.8% | $6,712-88.0% |
| Admin fee / account holder | $221 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |