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 | $32,108 | $202,342-84.1% | $172,753-81.4% | $152,909-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.23% | 1029.88%-1014.6pp | 803.00%-787.8pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,760 | $5,857-52.9% | $5,144-46.3% | $4,764-42.1% |
| Participant deferral / active EE | $1,955 | $5,948-67.1% | $5,198-62.4% | $5,851-66.6% |
| Admin fee / account holder | $281 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |