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 | $42,919 | $162,821-73.6% | $133,978-68.0% | $158,982-73.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.82% | 41.95%-30.1pp | 45.10%-33.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,654 | $4,976-66.8% | $3,919-57.8% | $4,763-65.3% |
| Participant deferral / active EE | $832 | $5,910-85.9% | $5,047-83.5% | $5,983-86.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |