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 | $35,642 | $171,867-79.3% | $149,721-76.2% | $147,586-75.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.32% | 2113.36%-2104.0pp | 1501.67%-1492.4pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,350 | $6,275-78.5% | $5,444-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $863 | $7,270-88.1% | $6,568-86.9% | $5,439-84.1% |
| Admin fee / account holder | $120 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |