Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,845 | $227,291-59.6% | $214,702-57.2% | $155,188-40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.09% | 60.08%-42.0pp | 54.55%-36.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,038 | $6,772-69.9% | $6,461-68.5% | $4,248-52.0% |
| Participant deferral / active EE | $2,755 | $9,582-71.2% | $9,147-69.9% | $6,531-57.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |