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 | $156,024 | $153,769+1.5% | $133,975+16.5% | $273,972-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.62% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,298 | $6,029-78.5% | $5,211-75.1% | $4,869-73.3% |
| Participant deferral / active EE | $1,592 | $6,958-77.1% | $6,282-74.7% | $5,287-69.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |