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 | $153,549 | $223,823-31.4% | $211,142-27.3% | $154,746-0.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.01% | 50.39%-29.4pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $5,920 | $6,787-12.8% | $6,442-8.1% | $4,379+35.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $118 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |