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 | $70,140 | $171,867-59.2% | $149,721-53.2% | $147,586-52.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.98% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,667 | $6,275-73.4% | $5,444-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $151 | $13,799-98.9% | $11,282-98.7% | $10,886-98.6% |