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 | $57,055 | $90,607-37.0% | $79,467-28.2% | $135,380-57.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 81.29% | 977.74%-896.4pp | 718.30%-637.0pp | 519.81%-438.5pp |
| Employer contribution / active EE | $293 | $3,068-90.5% | $2,800-89.5% | $4,779-93.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |