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 | $50,206 | $183,539-72.6% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,527 | $5,315-71.3% | $4,675-67.3% | $4,663-67.3% |
| Participant deferral / active EE | $1,547 | $6,467-76.1% | $5,631-72.5% | $6,689-76.9% |
| Admin fee / account holder | $15 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |