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 | $39,419 | $127,386-69.1% | $115,037-65.7% | $125,388-68.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $15,596 | $5,166+201.9% | $4,608+238.5% | $4,866+220.5% |
| Participant deferral / active EE | $820 | $6,423-87.2% | $6,026-86.4% | $5,352-84.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |