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 | $230,958 | $140,592+64.3% | $123,106+87.6% | $125,388+84.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.62% | 16.80%-17.4pp | 13.22%-13.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $7,152 | $6,041+18.4% | $5,151+38.8% | $4,866+47.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $236 | $11,198-97.9% | $9,015-97.4% | $9,541-97.5% |