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 | $45,042 | $67,823-33.6% | $52,425-14.1% | $137,256-67.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.70% | 219.11%-208.4pp | 302.12%-291.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,156 | $1,163-0.6% | $914+26.5% | $4,156-72.2% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $240 | $2,844-91.6% | $2,495-90.4% | $12,270-98.0% |