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 | $62,139 | $115,814-46.3% | $101,275-38.6% | $158,982-60.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.75% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,744 | $4,176-58.2% | $3,660-52.4% | $4,763-63.4% |
| Participant deferral / active EE | $1,063 | $4,958-78.6% | $4,371-75.7% | $5,983-82.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |