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 | $98,163 | $157,829-37.8% | $136,867-28.3% | $198,609-50.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.53% | 51.25%-35.7pp | 42.97%-27.4pp | 202.70%-187.2pp |
| Employer contribution / active EE | $779 | $3,923-80.1% | $3,547-78.0% | $5,055-84.6% |
| Participant deferral / active EE | $1,609 | $5,463-70.5% | $4,924-67.3% | $6,977-76.9% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |