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 | $65,802 | $160,070-58.9% | $147,117-55.3% | $145,897-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,038 | $5,285-80.4% | $4,932-79.0% | $4,663-77.7% |
| Participant deferral / active EE | $774 | $8,419-90.8% | $8,065-90.4% | $6,689-88.4% |
| Admin fee / account holder | $111 | $15,035-99.3% | $12,993-99.1% | $13,390-99.2% |