Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,240 | $199,109-77.8% | $173,730-74.5% | $154,746-71.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 11.03% | 20.02%-9.0pp | 19.96%-8.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $12,536 | $5,311+136.0% | $4,577+173.9% | $4,379+186.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $253 | $20,916-98.8% | $17,523-98.6% | $14,365-98.2% |