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 | $51,511 | $183,516-71.9% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.21% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,228 | $5,315-58.1% | $4,675-52.3% | $4,662-52.2% |
| Participant deferral / active EE | $1,459 | $6,467-77.4% | $5,630-74.1% | $6,690-78.2% |
| Admin fee / account holder | $208 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |