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 | $173,784 | $176,105-1.3% | $159,474+9.0% | $167,536+3.7% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 14.41% | 331.91%-317.5pp | 263.68%-249.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $13,499 | $5,299+154.8% | $4,831+179.4% | $4,839+179.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $129 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |