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 | $160,000 | $93,064+71.9% | $74,577+114.5% | $273,972-41.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 29.41% | 26.18%+3.2pp | 20.47%+8.9pp | 41.46%-12.0pp |
| Employer contribution / active EE | $4,488 | $3,160+42.0% | $2,525+77.7% | $4,869-7.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $5,273-99.1% | $4,138-98.8% | $10,133-99.5% |