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 | $35,154 | $178,174-80.3% | $156,181-77.5% | $137,256-74.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.99% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,827 | $4,972-63.2% | $4,294-57.4% | $4,156-56.0% |
| Participant deferral / active EE | $1,443 | $6,888-79.1% | $6,132-76.5% | $6,407-77.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |