Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,795 | $185,883-79.7% | $170,043-77.8% | $139,466-72.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 32.53% | 60.54%-28.0pp | 53.40%-20.9pp | 373.66%-341.1pp |
| Employer contribution / active EE | $6,118 | $7,596-19.5% | $6,790-9.9% | $4,754+28.7% |
| Participant deferral / active EE | $3,013 | $11,626-74.1% | $10,410-71.1% | $6,712-55.1% |
| Admin fee / account holder | $170 | $15,393-98.9% | $12,824-98.7% | $11,409-98.5% |