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 | $52,899 | $171,865-69.2% | $149,718-64.7% | $147,585-64.2% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 16.88% | 2113.29%-2096.4pp | 1501.67%-1484.8pp | 578.56%-561.7pp |
| Employer contribution / active EE | $3,858 | $6,275-38.5% | $5,445-29.1% | $4,876-20.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |