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 | $46,119 | $160,028-71.2% | $147,080-68.6% | $145,884-68.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.51% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,075 | $5,286-22.9% | $4,933-17.4% | $4,662-12.6% |
| Participant deferral / active EE | $2,326 | $8,422-72.4% | $8,066-71.2% | $6,690-65.2% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |