Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,564 | $165,399-83.9% | $149,745-82.3% | $158,982-83.3% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 18.08% | 348.34%-330.3pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $3,722 | $5,105-27.1% | $4,646-19.9% | $4,763-21.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |