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 | $27,040 | $107,368-74.8% | $92,915-70.9% | $152,909-82.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.25% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $6,531 | $4,222+54.7% | $3,653+78.8% | $4,764+37.1% |
| Participant deferral / active EE | $864 | $4,848-82.2% | $4,238-79.6% | $5,851-85.2% |
| Admin fee / account holder | $205 | $7,082-97.1% | $5,796-96.5% | $11,601-98.2% |