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 | $37,969 | $150,445-74.8% | $136,297-72.1% | $147,585-74.3% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 13.39% | 1049.14%-1035.7pp | 5156.16%-5142.8pp | 578.57%-565.2pp |
| Employer contribution / active EE | $1,362 | $5,256-74.1% | $4,696-71.0% | $4,876-72.1% |
| Participant deferral / active EE | $1,662 | $6,631-74.9% | $6,247-73.4% | $5,439-69.4% |
| Admin fee / account holder | -$11 | $10,906-100.1% | $9,244-100.1% | $10,885-100.1% |