Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,511 | $65,367-39.6% | $92,915-57.5% | $72,976-45.9% |
| Participation rate | 75.9% | 68.3%+7.6pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 8915.02% | 42.11%+8872.9pp | 109.45%+8805.6pp | 81.02%+8834.0pp |
| Employer contribution / active EE | $4,093 | $2,594+57.8% | $3,653+12.0% | $2,440+67.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $25 | $4,251-99.4% | $5,796-99.6% | $5,124-99.5% |