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 | $38,882 | $93,345-58.3% | $119,126-67.4% | $87,485-55.6% |
| Participation rate | 96.0% | 68.7%+27.3pp | 75.8%+20.2pp | 68.9%+27.1pp |
| Annual return | 13.70% | 19.08%-5.4pp | 282.11%-268.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $4,600 | $3,172+45.0% | $4,034+14.0% | $2,596+77.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |