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 | $164,167 | $123,155+33.3% | $108,753+51.0% | $155,188+5.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.56% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $737 | $2,811-73.8% | $2,427-69.6% | $4,248-82.6% |
| Participant deferral / active EE | $737 | $4,623-84.1% | $4,115-82.1% | $6,531-88.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |