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 | $31,559 | $99,009-68.1% | $86,581-63.5% | $147,585-78.6% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 17.81% | 1312.70%-1294.9pp | 965.06%-947.3pp | 578.58%-560.8pp |
| Employer contribution / active EE | $3,005 | $3,132-4.1% | $2,840+5.8% | $4,876-38.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |