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 | $19,755 | $114,119-82.7% | $107,187-81.6% | $138,895-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.56% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $5,005 | $4,059+23.3% | $3,782+32.3% | $4,194+19.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $196 | $10,024-98.0% | $9,162-97.9% | $12,562-98.4% |