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 | $138,278 | $97,751+41.5% | $103,447+33.7% | $145,877-5.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.51% | 25.43%-12.9pp | 23.92%-11.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,637 | $4,684-65.1% | $4,678-65.0% | $4,663-64.9% |
| Participant deferral / active EE | $1,637 | $6,603-75.2% | $6,624-75.3% | $6,691-75.5% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |